SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 696 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.63 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $406 | +10.6% | 16,519 | +10.3% | 0.04% | +2.3% |
| Q1 2023 | $367 | +19.5% | 14,970 | +15.4% | 0.04% | +34.4% |
| Q4 2022 | $307 | -99.9% | 12,969 | +1.7% | 0.03% | +3.2% |
| Q3 2022 | $287,000 | -25.8% | 12,750 | -16.6% | 0.03% | -40.4% |
| Q2 2022 | $387,000 | -8.3% | 15,287 | +1.1% | 0.05% | +40.5% |
| Q1 2022 | $422,000 | +5.0% | 15,126 | +12.0% | 0.04% | +12.1% |
| Q4 2021 | $402,000 | +29.7% | 13,508 | +33.2% | 0.03% | +26.9% |
| Q3 2021 | $310,000 | +36.0% | 10,138 | +45.4% | 0.03% | -10.3% |
| Q2 2021 | $228,000 | +20.6% | 6,971 | +17.5% | 0.03% | 0.0% |
| Q1 2021 | $189,000 | – | 5,932 | – | 0.03% | – |
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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% |