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 | $36,735,188 | +16.2% | 1,383,102 | +10.5% | 2.21% | +9.0% |
Q1 2024 | $31,618,863 | +14.5% | 1,252,232 | +12.4% | 2.03% | +1.8% |
Q4 2023 | $27,607,294 | +16.5% | 1,113,646 | +12.5% | 1.99% | +2.5% |
Q3 2023 | $23,688,293 | +11.9% | 989,486 | +15.2% | 1.94% | +11.2% |
Q2 2023 | $21,163,889 | +19.3% | 859,273 | +18.8% | 1.75% | +9.4% |
Q1 2023 | $17,742,620 | +158118.5% | 723,598 | +91.1% | 1.60% | +44.4% |
Q4 2022 | $11,214 | -99.9% | 378,594 | -34.2% | 1.11% | -20.8% |
Q3 2022 | $12,882,000 | +8.2% | 575,102 | +22.6% | 1.40% | +11.0% |
Q2 2022 | $11,904,000 | -7.3% | 469,036 | +1.4% | 1.26% | +3.6% |
Q1 2022 | $12,847,000 | +14.6% | 462,627 | +22.2% | 1.22% | +9.9% |
Q4 2021 | $11,214,000 | +27.2% | 378,594 | +30.9% | 1.11% | +13.0% |
Q3 2021 | $8,813,000 | +17.6% | 289,141 | +19.9% | 0.98% | +15.0% |
Q2 2021 | $7,497,000 | +100.5% | 241,136 | +104.9% | 0.85% | +61.5% |
Q1 2021 | $3,739,000 | +84.1% | 117,657 | +83.9% | 0.53% | +69.5% |
Q4 2020 | $2,031,000 | +885.9% | 63,966 | +657.4% | 0.31% | +606.8% |
Q2 2020 | $206,000 | -10.0% | 8,446 | +1.1% | 0.04% | -20.0% |
Q4 2019 | $229,000 | -9.8% | 8,353 | -17.3% | 0.06% | -20.3% |
Q3 2019 | $254,000 | -75.5% | 10,105 | -74.4% | 0.07% | -77.7% |
Q2 2019 | $1,036,000 | -2.4% | 39,489 | -3.3% | 0.31% | -11.9% |
Q1 2019 | $1,062,000 | -8.8% | 40,818 | -17.5% | 0.35% | -23.5% |
Q4 2018 | $1,165,000 | -87.9% | 49,493 | -86.9% | 0.46% | -87.0% |
Q3 2018 | $9,630,000 | +8.5% | 377,630 | +10.2% | 3.54% | -2.1% |
Q2 2018 | $8,875,000 | +6.3% | 342,810 | +17.8% | 3.61% | -5.8% |
Q1 2018 | $8,352,000 | +182.4% | 291,027 | +164.7% | 3.84% | +83.6% |
Q4 2017 | $2,958,000 | 0.0% | 109,937 | 0.0% | 2.09% | 0.0% |
Q3 2017 | $2,958,000 | +25.5% | 109,937 | +15.9% | 2.09% | +9.1% |
Q2 2017 | $2,357,000 | +25.0% | 94,837 | +20.6% | 1.92% | +8.4% |
Q1 2017 | $1,885,000 | +22.2% | 78,637 | +9.9% | 1.77% | +15.6% |
Q4 2016 | $1,543,000 | – | 71,556 | – | 1.53% | – |
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% |