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 | $356,231 | -4.6% | 13,412 | -9.3% | 0.01% | -7.1% |
| Q1 2024 | $373,429 | +0.5% | 14,789 | -1.4% | 0.01% | -6.7% |
| Q4 2023 | $371,658 | +1.0% | 14,992 | -2.4% | 0.02% | -16.7% |
| Q3 2023 | $367,906 | -3.1% | 15,368 | -0.3% | 0.02% | +5.9% |
| Q2 2023 | $379,506 | +76.5% | 15,408 | +60.2% | 0.02% | +30.8% |
| Q3 2022 | $215,000 | -11.9% | 9,620 | 0.0% | 0.01% | -7.1% |
| Q2 2022 | $244,000 | -8.6% | 9,620 | +0.0% | 0.01% | +7.7% |
| Q1 2022 | $267,000 | -37.0% | 9,617 | -32.9% | 0.01% | -38.1% |
| Q4 2021 | $424,000 | +68.9% | 14,323 | +87.3% | 0.02% | +50.0% |
| Q2 2021 | $251,000 | +8.2% | 7,646 | +4.9% | 0.01% | 0.0% |
| Q1 2021 | $232,000 | +6.4% | 7,290 | +2.4% | 0.01% | -6.7% |
| Q4 2020 | $218,000 | +1182.4% | 7,120 | +1010.8% | 0.02% | +114.3% |
| Q1 2013 | $17,000 | – | 641 | – | 0.01% | – |
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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% |