SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $12,942,135 | -1.7% | 487,271 | -6.6% | 0.03% | -2.9% |
Q1 2024 | $13,168,508 | +0.1% | 521,525 | -94.6% | 0.04% | -18.6% |
Q4 2023 | $13,149,649 | +49.5% | 9,739,834 | +2551.5% | 0.04% | 0.0% |
Q3 2023 | $8,794,030 | -61.9% | 367,337 | -60.8% | 0.04% | -52.2% |
Q2 2023 | $23,051,987 | +50.0% | 935,928 | +49.3% | 0.09% | +150.0% |
Q1 2023 | $15,370,227 | +5.2% | 626,940 | +1.6% | 0.04% | -61.7% |
Q4 2022 | $14,606,792 | +58.9% | 617,105 | +50.4% | 0.09% | -14.5% |
Q3 2022 | $9,192,000 | -33.5% | 410,377 | -24.7% | 0.11% | -28.1% |
Q2 2022 | $13,823,000 | +6.0% | 544,890 | +16.0% | 0.15% | -24.6% |
Q1 2022 | $13,045,000 | -11.4% | 469,744 | -5.5% | 0.20% | -9.4% |
Q4 2021 | $14,726,000 | -6.2% | 497,162 | -3.4% | 0.22% | -35.1% |
Q3 2021 | $15,692,000 | -9.5% | 514,816 | -2.4% | 0.34% | -9.2% |
Q2 2021 | $17,342,000 | -2.4% | 527,446 | -5.7% | 0.38% | -10.0% |
Q1 2021 | $17,770,000 | +4.9% | 559,159 | +1.1% | 0.42% | -22.3% |
Q4 2020 | $16,947,000 | +34.2% | 552,940 | +17.2% | 0.54% | +4.4% |
Q3 2020 | $12,630,000 | +12.9% | 471,974 | +2.7% | 0.52% | -15.9% |
Q2 2020 | $11,189,000 | +35.6% | 459,493 | +15.2% | 0.62% | +18.8% |
Q1 2020 | $8,251,000 | +1041.2% | 398,800 | +1409.9% | 0.52% | +1305.4% |
Q4 2019 | $723,000 | +55.8% | 26,413 | +43.1% | 0.04% | +37.0% |
Q3 2019 | $464,000 | -3.5% | 18,463 | +0.8% | 0.03% | -10.0% |
Q2 2019 | $481,000 | +1.1% | 18,314 | -0.0% | 0.03% | -6.2% |
Q1 2019 | $476,000 | -88.7% | 18,316 | -89.8% | 0.03% | -88.7% |
Q4 2018 | $4,231,000 | – | 179,811 | – | 0.28% | – |
Download |
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% |