SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 599 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $481,190 | +26.4% | 18,117 | +20.1% | 0.13% | +21.9% |
| Q1 2024 | $380,797 | -0.8% | 15,081 | -2.8% | 0.10% | -7.1% |
| Q4 2023 | $384,000 | -1.8% | 15,523 | -5.0% | 0.11% | -9.6% |
| Q3 2023 | $391,012 | +9.5% | 16,333 | +12.7% | 0.12% | +14.7% |
| Q2 2023 | $357,086 | +0.0% | 14,498 | -0.5% | 0.11% | -3.5% |
| Q1 2023 | $357,000 | -1.9% | 14,572 | -5.3% | 0.11% | -11.0% |
| Q4 2022 | $364,000 | +4.9% | 15,386 | -1.0% | 0.13% | -3.8% |
| Q3 2022 | $347,000 | -17.0% | 15,534 | -5.8% | 0.13% | -13.7% |
| Q2 2022 | $418,000 | -5.0% | 16,491 | +4.1% | 0.15% | +10.1% |
| Q1 2022 | $440,000 | -2.0% | 15,838 | +4.4% | 0.14% | +1.5% |
| Q4 2021 | $449,000 | +1.1% | 15,170 | +4.0% | 0.14% | -3.5% |
| Q3 2021 | $444,000 | -19.0% | 14,580 | -12.5% | 0.14% | -20.7% |
| Q2 2021 | $548,000 | +2.6% | 16,654 | -2.0% | 0.18% | -5.3% |
| Q1 2021 | $534,000 | -12.9% | 16,989 | -24.2% | 0.19% | -26.7% |
| Q4 2019 | $613,000 | +54.8% | 22,408 | +42.2% | 0.26% | +46.6% |
| Q3 2019 | $396,000 | – | 15,763 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COOPER/HAIMS ADVISORS, LLC | 971,884 | $21,770,000 | 18.03% |
| Holistic Financial Partners | 412,496 | $9,240,000 | 9.15% |
| Your Advocates Ltd., LLP | 610,529 | $13,676,000 | 8.20% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 783,378 | $17,548,000 | 6.78% |
| Heartwood Wealth Advisors LLC | 1,540,742 | $34,513,000 | 5.98% |
| Guardian Financial Partners, LLC | 214,240 | $4,799,000 | 5.56% |
| TimeScale Financial, Inc. | 832,259 | $18,643,000 | 5.41% |
| Upper Left Wealth Management, LLC | 181,983 | $4,128,000 | 5.36% |
| Radnor Financial Advisors, LLC | 658,831 | $14,758,000 | 5.19% |
| Strategic Financial Planning, Inc. | 213,548 | $4,783,000 | 4.98% |