SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 676 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,817,181 | +8.6% | 68,418 | +3.2% | 0.66% | +8.0% |
| Q1 2024 | $1,674,049 | +1.0% | 66,299 | -0.8% | 0.61% | -4.7% |
| Q4 2023 | $1,657,632 | +8.2% | 66,867 | +4.5% | 0.64% | +0.2% |
| Q3 2023 | $1,532,399 | -0.6% | 64,010 | +2.3% | 0.64% | +5.1% |
| Q2 2023 | $1,541,492 | +0.9% | 62,586 | +0.5% | 0.61% | -4.6% |
| Q1 2023 | $1,527,031 | +1.8% | 62,277 | -1.7% | 0.64% | -3.0% |
| Q4 2022 | $1,499,754 | +5.4% | 63,361 | -0.3% | 0.66% | +1.1% |
| Q3 2022 | $1,423,000 | -12.6% | 63,523 | -1.1% | 0.65% | -6.7% |
| Q2 2022 | $1,629,000 | -7.7% | 64,202 | +1.0% | 0.70% | +8.7% |
| Q1 2022 | $1,765,000 | -5.9% | 63,558 | +0.4% | 0.64% | +1.6% |
| Q4 2021 | $1,875,000 | +1.0% | 63,305 | +3.9% | 0.63% | -5.0% |
| Q3 2021 | $1,857,000 | -12.3% | 60,934 | -5.4% | 0.66% | -3.3% |
| Q2 2021 | $2,117,000 | +3.5% | 64,389 | +0.0% | 0.69% | +0.3% |
| Q1 2021 | $2,046,000 | +7.8% | 64,371 | +4.0% | 0.68% | +6.0% |
| Q4 2020 | $1,898,000 | +17.6% | 61,915 | +2.6% | 0.65% | +7.1% |
| Q3 2020 | $1,614,000 | +7.3% | 60,324 | -2.3% | 0.60% | +0.8% |
| Q2 2020 | $1,504,000 | +17.2% | 61,734 | -0.4% | 0.60% | +0.8% |
| Q1 2020 | $1,283,000 | -23.4% | 62,005 | +1.2% | 0.59% | -8.2% |
| Q4 2019 | $1,676,000 | +14.9% | 61,246 | +5.5% | 0.65% | +8.6% |
| Q3 2019 | $1,459,000 | -2.9% | 58,042 | +1.4% | 0.60% | -5.3% |
| Q2 2019 | $1,502,000 | +11.7% | 57,251 | +10.7% | 0.63% | +6.3% |
| Q1 2019 | $1,345,000 | +6.8% | 51,706 | -3.3% | 0.59% | -5.1% |
| Q4 2018 | $1,259,000 | -12.1% | 53,497 | -3.9% | 0.62% | -2.2% |
| Q3 2018 | $1,432,000 | -4.0% | 55,674 | -3.3% | 0.64% | -7.4% |
| Q2 2018 | $1,492,000 | -18.9% | 57,593 | -10.1% | 0.69% | -19.0% |
| Q1 2018 | $1,839,000 | – | 64,072 | – | 0.85% | – |
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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% |