SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 714 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $21,970 | +0.4% | 892 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $21,872 | +3.6% | 892 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $21,114 | +5.6% | 892 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $20,000 | -13.0% | 892 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $23,000 | -8.0% | 892 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $25,000 | -3.8% | 892 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $26,000 | -3.7% | 892 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $27,000 | -6.9% | 892 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $29,000 | +3.6% | 892 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $28,000 | +16.7% | 892 | +12.6% | 0.00% | 0.0% |
| Q4 2020 | $24,000 | +14.3% | 792 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $21,000 | -16.0% | 792 | -24.0% | 0.00% | -25.0% |
| Q2 2020 | $25,000 | +13.6% | 1,042 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $22,000 | +175.0% | 1,042 | +247.3% | 0.00% | +100.0% |
| Q4 2019 | $8,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | -75.0% | 300 | -77.6% | 0.00% | -81.8% |
| Q4 2018 | $32,000 | -23.8% | 1,339 | -18.2% | 0.01% | -21.4% |
| Q3 2018 | $42,000 | 0.0% | 1,636 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $42,000 | – | 1,636 | – | 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% |