SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 716 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,878,710 | +5.2% | 183,686 | +0.0% | 3.24% | +1.8% |
| Q1 2024 | $4,636,966 | +1.7% | 183,642 | -0.2% | 3.18% | -15.0% |
| Q4 2023 | $4,560,192 | +4.3% | 183,953 | +0.7% | 3.74% | -9.0% |
| Q3 2023 | $4,372,816 | -8.1% | 182,657 | -5.9% | 4.11% | -14.1% |
| Q1 2023 | $4,759,265 | -2.0% | 194,097 | -5.4% | 4.78% | -7.1% |
| Q4 2022 | $4,855,755 | +1.2% | 205,144 | -4.2% | 5.15% | -7.4% |
| Q3 2022 | $4,799,000 | -39.4% | 214,240 | -31.3% | 5.56% | -37.3% |
| Q2 2022 | $7,913,000 | -1.9% | 311,796 | +1.3% | 8.86% | +6.7% |
| Q1 2022 | $8,070,000 | -5.1% | 307,710 | +7.2% | 8.31% | +2.3% |
| Q4 2021 | $8,506,000 | – | 287,168 | – | 8.12% | – |
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% |