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 | $11,687 | +5.2% | 440 | 0.0% | 0.01% | +16.7% |
| Q1 2024 | $11,110 | +1.9% | 440 | 0.0% | 0.01% | -14.3% |
| Q4 2023 | $10,908 | +3.6% | 440 | 0.0% | 0.01% | -12.5% |
| Q3 2023 | $10,534 | -2.8% | 440 | 0.0% | 0.01% | +14.3% |
| Q2 2023 | $10,838 | +0.5% | 440 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $10,789 | +3.6% | 440 | 0.0% | 0.01% | +14.3% |
| Q4 2022 | $10,415 | +4.2% | 440 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $10,000 | -9.1% | 440 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $11,000 | -8.3% | 440 | 0.0% | 0.01% | +14.3% |
| Q1 2022 | $12,000 | -7.7% | 440 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $13,000 | 0.0% | 440 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $13,000 | -7.1% | 440 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $14,000 | 0.0% | 440 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $14,000 | +7.7% | 440 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $13,000 | +8.3% | 440 | 0.0% | 0.01% | -18.2% |
| Q3 2020 | $12,000 | +9.1% | 440 | 0.0% | 0.01% | -8.3% |
| Q2 2020 | $11,000 | +22.2% | 440 | 0.0% | 0.01% | +9.1% |
| Q1 2020 | $9,000 | -55.0% | 440 | -40.5% | 0.01% | -35.3% |
| Q4 2019 | $20,000 | +5.3% | 740 | 0.0% | 0.02% | -5.6% |
| Q3 2019 | $19,000 | 0.0% | 740 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $19,000 | 0.0% | 740 | 0.0% | 0.02% | -10.0% |
| Q1 2019 | $19,000 | +11.8% | 740 | 0.0% | 0.02% | -4.8% |
| Q4 2018 | $17,000 | – | 740 | – | 0.02% | – |
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% |