SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 677 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $261,988 | +5.2% | 9,864 | 0.0% | 0.01% | +9.1% |
| Q1 2024 | $249,066 | +1.9% | 9,864 | 0.0% | 0.01% | -8.3% |
| Q4 2023 | $244,529 | +3.6% | 9,864 | 0.0% | 0.01% | -7.7% |
| Q3 2023 | $236,144 | -6.1% | 9,864 | -3.4% | 0.01% | -7.1% |
| Q2 2023 | $251,423 | +4.0% | 10,208 | +3.5% | 0.01% | -6.7% |
| Q1 2023 | $241,865 | +3.6% | 9,864 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $233,481 | +5.6% | 9,864 | 0.0% | 0.02% | -6.2% |
| Q3 2022 | $221,000 | -20.8% | 9,864 | -10.3% | 0.02% | -15.8% |
| Q2 2022 | $279,000 | -14.7% | 10,994 | -6.7% | 0.02% | -5.0% |
| Q1 2022 | $327,000 | -6.3% | 11,785 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $349,000 | -2.8% | 11,785 | 0.0% | 0.02% | -13.0% |
| Q3 2021 | $359,000 | -8.7% | 11,785 | -1.5% | 0.02% | -11.5% |
| Q2 2021 | $393,000 | +3.4% | 11,963 | 0.0% | 0.03% | -3.7% |
| Q1 2021 | $380,000 | +5.3% | 11,963 | +1.5% | 0.03% | -3.6% |
| Q4 2020 | $361,000 | – | 11,785 | – | 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% |