SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 732 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,175,228 | +0.3% | 119,549 | -4.6% | 0.14% | -6.8% |
Q1 2024 | $3,165,099 | -8.0% | 125,350 | -9.7% | 0.15% | -29.7% |
Q4 2023 | $3,441,557 | -30.3% | 138,828 | -32.7% | 0.21% | -37.4% |
Q3 2023 | $4,935,501 | +2.6% | 206,161 | +5.6% | 0.33% | +6.7% |
Q2 2023 | $4,808,894 | +3.4% | 195,245 | +2.9% | 0.31% | -1.9% |
Q1 2023 | $4,652,871 | +6.2% | 189,758 | +2.5% | 0.32% | -3.6% |
Q4 2022 | $4,381,280 | +14.9% | 185,098 | +8.7% | 0.33% | +4.7% |
Q3 2022 | $3,814,000 | -9.8% | 170,276 | +2.2% | 0.32% | -26.0% |
Q2 2022 | $4,228,000 | -3.7% | 166,598 | +5.4% | 0.43% | +13.0% |
Q1 2022 | $4,389,000 | -1.0% | 158,064 | +5.5% | 0.38% | +3.0% |
Q4 2021 | $4,435,000 | +2.5% | 149,756 | +5.5% | 0.37% | +2.8% |
Q3 2021 | $4,327,000 | -6.8% | 141,970 | +0.6% | 0.36% | -23.4% |
Q2 2021 | $4,641,000 | +5.4% | 141,174 | +1.9% | 0.47% | -1.1% |
Q1 2021 | $4,403,000 | +3.1% | 138,558 | -0.5% | 0.47% | -10.6% |
Q4 2020 | $4,269,000 | +14.6% | 139,291 | +0.1% | 0.53% | -0.8% |
Q3 2020 | $3,725,000 | +6.5% | 139,216 | -3.1% | 0.53% | -2.9% |
Q2 2020 | $3,497,000 | +29.2% | 143,614 | +9.8% | 0.55% | +2.6% |
Q1 2020 | $2,706,000 | -8.7% | 130,824 | +20.8% | 0.53% | +12.2% |
Q4 2019 | $2,963,000 | +7.6% | 108,261 | -1.2% | 0.48% | -1.5% |
Q3 2019 | $2,753,000 | +0.8% | 109,570 | +5.3% | 0.48% | -1.6% |
Q2 2019 | $2,731,000 | +3.8% | 104,074 | +2.9% | 0.49% | -12.2% |
Q1 2019 | $2,631,000 | +11.0% | 101,162 | +0.4% | 0.56% | -2.4% |
Q4 2018 | $2,370,000 | -5.1% | 100,738 | +3.7% | 0.57% | +7.3% |
Q3 2018 | $2,497,000 | +7.4% | 97,131 | +8.1% | 0.53% | +1.7% |
Q2 2018 | $2,326,000 | -0.7% | 89,834 | +10.0% | 0.52% | -3.3% |
Q1 2018 | $2,343,000 | -1.3% | 81,637 | -3.9% | 0.54% | +2.1% |
Q4 2017 | $2,374,000 | +3.3% | 84,963 | -0.6% | 0.53% | -29.8% |
Q3 2017 | $2,299,000 | +7.6% | 85,436 | -0.7% | 0.76% | -13.3% |
Q2 2017 | $2,137,000 | +5.4% | 85,998 | +1.7% | 0.87% | +28.8% |
Q1 2017 | $2,028,000 | +19.2% | 84,599 | +7.2% | 0.68% | +6.6% |
Q4 2016 | $1,701,000 | +2.3% | 78,887 | +9.4% | 0.64% | -2.6% |
Q3 2016 | $1,663,000 | -44.9% | 72,122 | -49.8% | 0.65% | -0.3% |
Q2 2016 | $3,019,000 | +103.2% | 143,565 | +100.6% | 0.65% | -0.6% |
Q1 2016 | $1,486,000 | +19.8% | 71,551 | +12.6% | 0.66% | -2.9% |
Q4 2015 | $1,240,000 | -8.6% | 63,555 | -5.2% | 0.68% | -14.7% |
Q3 2015 | $1,356,000 | -7.1% | 67,063 | +12.9% | 0.80% | -30.3% |
Q2 2015 | $1,460,000 | +11130.8% | 59,397 | +10899.4% | 1.14% | +11300.0% |
Q1 2015 | $13,000 | 0.0% | 540 | 0.0% | 0.01% | 0.0% |
Q4 2014 | $13,000 | +225.0% | 540 | +231.3% | 0.01% | +233.3% |
Q2 2014 | $4,000 | -93.0% | 163 | -93.0% | 0.00% | -93.8% |
Q1 2014 | $57,000 | – | 2,344 | – | 0.05% | – |
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% |