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 | $237,344 | +15.8% | 8,936 | +10.1% | 0.06% | +12.1% |
| Q1 2024 | $204,940 | -16.5% | 8,116 | -18.0% | 0.06% | -22.7% |
| Q4 2023 | $245,430 | +2.4% | 9,900 | -1.1% | 0.08% | -6.2% |
| Q3 2023 | $239,620 | -30.7% | 10,009 | -28.7% | 0.08% | -29.2% |
| Q2 2023 | $345,926 | -85.9% | 14,045 | -86.4% | 0.11% | -85.9% |
| Q1 2023 | $2,450,743 | -7.4% | 103,064 | -7.8% | 0.80% | -15.2% |
| Q4 2022 | $2,646,578 | +6.6% | 111,811 | +0.9% | 0.94% | +5.0% |
| Q3 2022 | $2,483,000 | -9.5% | 110,840 | +2.5% | 0.90% | -3.8% |
| Q2 2022 | $2,745,000 | -22.3% | 108,171 | -15.0% | 0.94% | -9.2% |
| Q1 2022 | $3,535,000 | -33.6% | 127,280 | -29.1% | 1.03% | -32.5% |
| Q4 2021 | $5,320,000 | +4.8% | 179,612 | +7.8% | 1.53% | -41.5% |
| Q3 2021 | $5,077,000 | -1.4% | 166,555 | +6.4% | 2.61% | +62.7% |
| Q2 2021 | $5,148,000 | +15.1% | 156,573 | +11.2% | 1.60% | +7.8% |
| Q1 2021 | $4,473,000 | – | 140,751 | – | 1.49% | – |
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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% |