SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 244 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $241,000 | -11.7% | 10,752 | 0.0% | 0.08% | -3.7% |
Q2 2022 | $273,000 | -8.7% | 10,752 | 0.0% | 0.08% | +5.1% |
Q1 2022 | $299,000 | -6.0% | 10,752 | 0.0% | 0.08% | -2.5% |
Q4 2021 | $318,000 | -3.0% | 10,752 | 0.0% | 0.08% | -9.1% |
Q3 2021 | $328,000 | -7.3% | 10,752 | 0.0% | 0.09% | -5.4% |
Q2 2021 | $354,000 | +3.5% | 10,752 | 0.0% | 0.09% | -3.1% |
Q1 2021 | $342,000 | +3.6% | 10,752 | 0.0% | 0.10% | -1.0% |
Q4 2020 | $330,000 | +14.6% | 10,752 | 0.0% | 0.10% | 0.0% |
Q3 2020 | $288,000 | +9.9% | 10,752 | +0.0% | 0.10% | -2.0% |
Q2 2020 | $262,000 | +18.0% | 10,747 | -0.0% | 0.10% | -9.2% |
Q1 2020 | $222,000 | -74.3% | 10,750 | -65.9% | 0.11% | -69.1% |
Q4 2019 | $864,000 | +10.9% | 31,553 | +1.8% | 0.35% | +2.9% |
Q3 2019 | $779,000 | -7.2% | 30,987 | -3.1% | 0.34% | -6.3% |
Q2 2019 | $839,000 | +0.8% | 31,987 | 0.0% | 0.37% | +0.8% |
Q1 2019 | $832,000 | +10.5% | 31,987 | 0.0% | 0.36% | -1.6% |
Q4 2018 | $753,000 | +176.8% | 31,987 | +202.8% | 0.37% | +220.9% |
Q3 2018 | $272,000 | -1.4% | 10,564 | -1.0% | 0.12% | -0.9% |
Q2 2018 | $276,000 | -9.8% | 10,671 | +0.1% | 0.12% | -12.1% |
Q1 2018 | $306,000 | -10.8% | 10,659 | -13.1% | 0.13% | -10.2% |
Q4 2017 | $343,000 | +4.3% | 12,263 | +0.4% | 0.15% | 0.0% |
Q3 2017 | $329,000 | +4.1% | 12,209 | -4.0% | 0.15% | +1.4% |
Q2 2017 | $316,000 | +3.9% | 12,718 | +0.3% | 0.14% | +8.2% |
Q1 2017 | $304,000 | -1.6% | 12,681 | -11.5% | 0.13% | -2.9% |
Q4 2016 | $309,000 | -4.3% | 14,330 | +2.2% | 0.14% | -6.1% |
Q3 2016 | $323,000 | +8.4% | 14,023 | +0.2% | 0.15% | +6.5% |
Q2 2016 | $298,000 | +4.6% | 14,001 | +2.0% | 0.14% | +11.3% |
Q1 2016 | $285,000 | – | 13,725 | – | 0.12% | – |
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% |