SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 696 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.63 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $287,000 | -17.3% | 12,812 | -6.3% | 0.17% | -10.5% |
| Q2 2022 | $347,000 | -10.1% | 13,678 | -1.6% | 0.19% | +6.1% |
| Q1 2022 | $386,000 | +15.2% | 13,907 | +23.1% | 0.18% | +18.4% |
| Q4 2021 | $335,000 | +10.2% | 11,299 | +13.5% | 0.15% | +1.3% |
| Q3 2021 | $304,000 | -38.2% | 9,958 | -33.4% | 0.15% | -37.2% |
| Q2 2021 | $492,000 | +3.6% | 14,957 | 0.0% | 0.24% | -0.8% |
| Q1 2021 | $475,000 | +3.9% | 14,957 | +0.3% | 0.24% | -0.4% |
| Q4 2020 | $457,000 | +14.8% | 14,907 | +0.1% | 0.24% | +2.5% |
| Q3 2020 | $398,000 | +6.7% | 14,888 | -2.9% | 0.24% | -2.5% |
| Q2 2020 | $373,000 | -22.3% | 15,335 | -33.9% | 0.24% | -32.8% |
| Q1 2020 | $480,000 | -48.8% | 23,195 | -32.3% | 0.36% | -34.4% |
| Q4 2019 | $937,000 | +10.4% | 34,252 | +1.4% | 0.55% | +1.7% |
| Q3 2019 | $849,000 | -8.0% | 33,792 | -3.9% | 0.54% | -12.8% |
| Q2 2019 | $923,000 | -3.1% | 35,180 | -4.0% | 0.62% | -6.4% |
| Q1 2019 | $953,000 | +10.8% | 36,638 | +0.2% | 0.66% | +2.8% |
| Q4 2018 | $860,000 | -6.4% | 36,547 | +2.2% | 0.64% | +4.0% |
| Q3 2018 | $919,000 | -9.1% | 35,763 | -8.4% | 0.62% | -10.4% |
| Q2 2018 | $1,011,000 | -7.3% | 39,037 | +2.7% | 0.69% | -6.9% |
| Q1 2018 | $1,091,000 | +4.1% | 38,015 | +1.3% | 0.74% | -29.0% |
| Q4 2017 | $1,048,000 | – | 37,522 | – | 1.04% | – |
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% |