SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 437 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.36 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $405,635 | -0.4% | 15,272 | -5.3% | 0.14% | -2.7% |
| Q1 2024 | $407,090 | +1.9% | 16,122 | 0.0% | 0.15% | -2.0% |
| Q4 2023 | $399,674 | -6.9% | 16,122 | -10.1% | 0.15% | -15.1% |
| Q3 2023 | $429,319 | -10.1% | 17,933 | -7.5% | 0.18% | -6.8% |
| Q2 2023 | $477,579 | -4.0% | 19,390 | -4.4% | 0.19% | -9.4% |
| Q1 2023 | $497,455 | -5.1% | 20,288 | -8.4% | 0.21% | -10.9% |
| Q4 2022 | $524,450 | +9.3% | 22,157 | +3.4% | 0.24% | +3.9% |
| Q3 2022 | $480,000 | -8.4% | 21,428 | +3.8% | 0.23% | -8.8% |
| Q2 2022 | $524,000 | -8.4% | 20,637 | +0.1% | 0.25% | +3.7% |
| Q1 2022 | $572,000 | -3.7% | 20,612 | +2.7% | 0.24% | -2.0% |
| Q4 2021 | $594,000 | +2.1% | 20,062 | +5.0% | 0.25% | -7.5% |
| Q3 2021 | $582,000 | -5.7% | 19,098 | +1.8% | 0.27% | -7.6% |
| Q2 2021 | $617,000 | -0.3% | 18,768 | -3.6% | 0.29% | -11.9% |
| Q1 2021 | $619,000 | -13.1% | 19,476 | -16.2% | 0.33% | -19.2% |
| Q4 2020 | $712,000 | +5.3% | 23,245 | -7.9% | 0.41% | -3.8% |
| Q3 2020 | $676,000 | -2.9% | 25,247 | -11.7% | 0.42% | -10.4% |
| Q2 2020 | $696,000 | +15.2% | 28,595 | -2.0% | 0.47% | -3.5% |
| Q1 2020 | $604,000 | -5.3% | 29,173 | +25.2% | 0.49% | +9.9% |
| Q4 2019 | $638,000 | +75.3% | 23,307 | +60.8% | 0.44% | +63.2% |
| Q3 2019 | $364,000 | +16.3% | 14,495 | +21.5% | 0.27% | +13.3% |
| Q2 2019 | $313,000 | +18.6% | 11,926 | +17.4% | 0.24% | +14.3% |
| Q1 2019 | $264,000 | +4.8% | 10,155 | -5.2% | 0.21% | -3.7% |
| Q4 2018 | $252,000 | +8.6% | 10,709 | +18.4% | 0.22% | +11.2% |
| Q3 2018 | $232,000 | +7.4% | 9,041 | +20.3% | 0.20% | -9.3% |
| Q1 2018 | $216,000 | -12.2% | 7,513 | -14.6% | 0.22% | -14.3% |
| Q4 2017 | $246,000 | – | 8,793 | – | 0.25% | – |
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% |