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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,165 | -36.0% | 168 | -38.2% | 0.00% | 0.0% |
| Q3 2023 | $6,512 | +37.7% | 272 | +41.7% | 0.00% | 0.0% |
| Q2 2023 | $4,729 | +14.8% | 192 | +14.3% | 0.00% | 0.0% |
| Q1 2023 | $4,119 | +3.6% | 168 | 0.0% | 0.00% | -50.0% |
| Q4 2022 | $3,977 | -0.6% | 168 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | -98.8% | 168 | -98.7% | 0.00% | -98.7% |
| Q2 2022 | $325,000 | -4.4% | 12,787 | +4.4% | 0.15% | +14.4% |
| Q1 2022 | $340,000 | -0.3% | 12,245 | +6.5% | 0.13% | -11.4% |
| Q4 2021 | $341,000 | +3.0% | 11,501 | +6.0% | 0.15% | -11.3% |
| Q3 2021 | $331,000 | -25.8% | 10,852 | -20.0% | 0.17% | -29.4% |
| Q2 2021 | $446,000 | +14.4% | 13,560 | +10.4% | 0.24% | -8.8% |
| Q1 2021 | $390,000 | +38900.0% | 12,286 | +45403.7% | 0.26% | +26000.0% |
| Q2 2020 | $1,000 | 0.0% | 27 | -48.1% | 0.00% | 0.0% |
| Q1 2020 | $1,000 | -50.0% | 52 | -26.8% | 0.00% | 0.0% |
| Q4 2019 | $2,000 | – | 71 | – | 0.00% | – |
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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% |