SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 669 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 2.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,126,082 | +5.4% | 42,302 | +0.0% | 0.17% | +0.6% |
| Q1 2024 | $1,068,004 | +12.1% | 42,297 | +10.0% | 0.17% | +5.6% |
| Q4 2023 | $953,002 | +3.6% | 38,443 | 0.0% | 0.16% | -6.9% |
| Q3 2023 | $920,325 | -2.8% | 38,443 | 0.0% | 0.17% | -2.3% |
| Q2 2023 | $946,851 | +0.4% | 38,443 | 0.0% | 0.18% | -1.7% |
| Q1 2023 | $942,622 | +3.6% | 38,443 | 0.0% | 0.18% | 0.0% |
| Q4 2022 | $909,946 | +5.7% | 38,443 | 0.0% | 0.18% | -8.2% |
| Q3 2022 | $861,000 | -11.8% | 38,443 | 0.0% | 0.20% | -7.1% |
| Q2 2022 | $976,000 | -8.6% | 38,443 | 0.0% | 0.21% | +5.5% |
| Q1 2022 | $1,068,000 | -6.2% | 38,443 | 0.0% | 0.20% | -7.0% |
| Q4 2021 | $1,139,000 | -2.8% | 38,443 | 0.0% | 0.22% | -12.2% |
| Q3 2021 | $1,172,000 | -7.3% | 38,443 | 0.0% | 0.24% | -5.4% |
| Q2 2021 | $1,264,000 | -26.8% | 38,443 | -31.8% | 0.26% | -34.6% |
| Q4 2020 | $1,727,000 | +67.8% | 56,351 | +46.6% | 0.40% | +51.1% |
| Q3 2020 | $1,029,000 | +9.9% | 38,443 | 0.0% | 0.26% | +5.6% |
| Q2 2020 | $936,000 | +17.7% | 38,443 | 0.0% | 0.25% | -3.5% |
| Q1 2020 | $795,000 | – | 38,443 | – | 0.26% | – |
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% |