SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 425 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 1.22 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,650 | +0.4% | 67 | 0.0% | 0.00% | +33.3% |
| Q1 2023 | $1,643 | +3.6% | 67 | 0.0% | 0.00% | -25.0% |
| Q4 2022 | $1,586 | -99.7% | 67 | -99.6% | 0.00% | -97.3% |
| Q4 2021 | $548,000 | +8.9% | 17,578 | +9.0% | 0.15% | +4.2% |
| Q3 2021 | $503,000 | -33.9% | 16,127 | -34.2% | 0.14% | -54.0% |
| Q2 2021 | $761,000 | +2.7% | 24,493 | +5.3% | 0.31% | +33.8% |
| Q1 2021 | $741,000 | -44.1% | 23,252 | -50.8% | 0.23% | -41.1% |
| Q1 2018 | $1,326,000 | – | 47,268 | – | 0.39% | – |
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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% |