SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 643 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $142,000 | -9.0% | 5,610 | +0.0% | 0.05% | +11.4% |
| Q1 2022 | $156,000 | +4.0% | 5,609 | +11.0% | 0.04% | +4.8% |
| Q4 2021 | $150,000 | +41.5% | 5,052 | +45.9% | 0.04% | +31.2% |
| Q3 2021 | $106,000 | +12.8% | 3,462 | +21.6% | 0.03% | +18.5% |
| Q2 2021 | $94,000 | +91.8% | 2,847 | +84.6% | 0.03% | +68.8% |
| Q1 2021 | $49,000 | +250.0% | 1,542 | +248.9% | 0.02% | +220.0% |
| Q4 2020 | $14,000 | +16.7% | 442 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $12,000 | +20.0% | 442 | 0.0% | 0.01% | +25.0% |
| Q2 2020 | $10,000 | +11.1% | 442 | 0.0% | 0.00% | -20.0% |
| Q1 2020 | $9,000 | -25.0% | 442 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $12,000 | +9.1% | 442 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $11,000 | -8.3% | 442 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $12,000 | +9.1% | 442 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $11,000 | – | 442 | – | 0.01% | – |
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% |