SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 702 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,979 | -2.1% | 74,493 | -7.0% | 0.01% | 0.0% |
Q1 2024 | $2,022 | -8.3% | 80,077 | -10.0% | 0.01% | -16.7% |
Q4 2023 | $2,205 | -2.4% | 88,953 | -5.7% | 0.01% | -14.3% |
Q3 2023 | $2,259 | -8.2% | 94,350 | -5.6% | 0.01% | -12.5% |
Q2 2023 | $2,461 | +5.0% | 99,919 | +4.5% | 0.01% | 0.0% |
Q1 2023 | $2,344 | +2.7% | 95,577 | -0.9% | 0.01% | 0.0% |
Q4 2022 | $2,282 | -99.9% | 96,397 | -1.4% | 0.01% | -11.1% |
Q3 2022 | $2,481,000 | 0.0% | 97,765 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $2,481,000 | -15.3% | 97,765 | -7.3% | 0.01% | 0.0% |
Q1 2022 | $2,929,000 | +42.6% | 105,475 | +52.1% | 0.01% | +50.0% |
Q4 2021 | $2,054,000 | -25.0% | 69,361 | -22.7% | 0.01% | -33.3% |
Q3 2021 | $2,737,000 | -0.3% | 89,781 | +7.5% | 0.01% | 0.0% |
Q2 2021 | $2,746,000 | -0.1% | 83,528 | -3.4% | 0.01% | -10.0% |
Q1 2021 | $2,749,000 | -6.2% | 86,508 | -9.6% | 0.01% | -16.7% |
Q4 2020 | $2,932,000 | +3.2% | 95,647 | -9.9% | 0.01% | -14.3% |
Q3 2020 | $2,840,000 | +0.1% | 106,132 | -8.9% | 0.01% | -6.7% |
Q2 2020 | $2,838,000 | +0.1% | 116,538 | -15.0% | 0.02% | -16.7% |
Q1 2020 | $2,836,000 | -80.6% | 137,065 | -74.4% | 0.02% | -76.3% |
Q4 2019 | $14,644,000 | +6.5% | 535,049 | +2.1% | 0.08% | -2.6% |
Q3 2019 | $13,754,000 | 0.0% | 524,153 | 0.0% | 0.08% | 0.0% |
Q2 2019 | $13,754,000 | -4.4% | 524,153 | -5.2% | 0.08% | -10.3% |
Q1 2019 | $14,388,000 | +10.5% | 553,159 | +0.0% | 0.09% | -4.4% |
Q4 2018 | $13,015,000 | -11.7% | 553,134 | -3.6% | 0.09% | -6.2% |
Q3 2018 | $14,746,000 | +110.5% | 573,559 | +112.0% | 0.10% | +94.0% |
Q2 2018 | $7,005,000 | +85.6% | 270,583 | +99.5% | 0.05% | +85.2% |
Q1 2018 | $3,774,000 | +99.2% | 135,613 | +100.0% | 0.03% | +80.0% |
Q4 2017 | $1,895,000 | +7.2% | 67,808 | +3.2% | 0.02% | -6.2% |
Q3 2017 | $1,768,000 | +8.9% | 65,708 | +0.6% | 0.02% | -5.9% |
Q2 2017 | $1,623,000 | +2.3% | 65,311 | -1.3% | 0.02% | -10.5% |
Q1 2017 | $1,586,000 | +156.6% | 66,163 | +130.9% | 0.02% | +111.1% |
Q4 2016 | $618,000 | – | 28,655 | – | 0.01% | – |
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% |