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 | $932,947 | -28.0% | 35,126 | -31.5% | 0.02% | -26.5% |
| Q1 2024 | $1,295,288 | -6.0% | 51,298 | -7.8% | 0.03% | -24.4% |
| Q4 2023 | $1,378,675 | -2.0% | 55,614 | -5.3% | 0.04% | -13.5% |
| Q3 2023 | $1,406,222 | -11.3% | 58,739 | -8.7% | 0.05% | -13.3% |
| Q2 2023 | $1,584,926 | -2.8% | 64,349 | -3.2% | 0.06% | -11.8% |
| Q1 2023 | $1,630,212 | -9.1% | 66,485 | -12.2% | 0.07% | -20.9% |
| Q4 2022 | $1,792,441 | +1.0% | 75,726 | -4.5% | 0.09% | -8.5% |
| Q3 2022 | $1,775,000 | -16.4% | 79,256 | -5.3% | 0.09% | -16.1% |
| Q2 2022 | $2,123,000 | -6.4% | 83,667 | +2.4% | 0.11% | +6.7% |
| Q1 2022 | $2,269,000 | -5.4% | 81,711 | +0.9% | 0.10% | -2.8% |
| Q4 2021 | $2,398,000 | -5.6% | 80,950 | -2.9% | 0.11% | -16.3% |
| Q3 2021 | $2,541,000 | -9.3% | 83,371 | -2.2% | 0.13% | -13.4% |
| Q2 2021 | $2,803,000 | -2.0% | 85,243 | -5.2% | 0.15% | -10.2% |
| Q1 2021 | $2,859,000 | -7.1% | 89,952 | -10.4% | 0.17% | -13.5% |
| Q4 2020 | $3,076,000 | +4.1% | 100,357 | -9.1% | 0.19% | -13.1% |
| Q3 2020 | $2,954,000 | +2.2% | 110,394 | -6.9% | 0.22% | -11.2% |
| Q2 2020 | $2,889,000 | +19.9% | 118,633 | +1.9% | 0.25% | -6.4% |
| Q1 2020 | $2,409,000 | -28.1% | 116,447 | -4.9% | 0.27% | -17.4% |
| Q4 2019 | $3,350,000 | +4.0% | 122,411 | -4.5% | 0.32% | -6.4% |
| Q3 2019 | $3,220,000 | +8.1% | 128,128 | +12.9% | 0.34% | +3.0% |
| Q2 2019 | $2,978,000 | +8.4% | 113,492 | +7.5% | 0.33% | +4.7% |
| Q1 2019 | $2,747,000 | +23.7% | 105,608 | +11.9% | 0.32% | +10.4% |
| Q4 2018 | $2,221,000 | +20.0% | 94,381 | +31.1% | 0.29% | +18.4% |
| Q3 2018 | $1,851,000 | +34.4% | 72,007 | +35.4% | 0.24% | +20.2% |
| Q2 2018 | $1,377,000 | +47.7% | 53,183 | +63.8% | 0.20% | +35.3% |
| Q1 2018 | $932,000 | – | 32,468 | – | 0.15% | – |
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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% |