SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 709 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $139 | -99.9% | 5,913 | +38.7% | 0.00% | – |
| Q3 2022 | $95,000 | +37.7% | 4,264 | +53.9% | 0.00% | – |
| Q2 2022 | $69,000 | -56.6% | 2,771 | -51.8% | 0.00% | -100.0% |
| Q1 2022 | $159,000 | +224.5% | 5,745 | +243.6% | 0.00% | – |
| Q4 2021 | $49,000 | -7.5% | 1,672 | -4.8% | 0.00% | – |
| Q3 2021 | $53,000 | 0.0% | 1,757 | +5.8% | 0.00% | – |
| Q2 2021 | $53,000 | +71.0% | 1,660 | +65.8% | 0.00% | – |
| Q1 2021 | $31,000 | +138.5% | 1,001 | +131.2% | 0.00% | – |
| Q4 2020 | $13,000 | +18.2% | 433 | 0.0% | 0.00% | – |
| Q3 2020 | $11,000 | 0.0% | 433 | 0.0% | 0.00% | – |
| Q2 2020 | $11,000 | -52.2% | 433 | -60.2% | 0.00% | – |
| Q1 2020 | $23,000 | +64.3% | 1,089 | +112.3% | 0.00% | – |
| Q4 2019 | $14,000 | +7.7% | 513 | 0.0% | 0.00% | – |
| Q3 2019 | $13,000 | 0.0% | 513 | 0.0% | 0.00% | – |
| Q2 2019 | $13,000 | – | 513 | – | 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% |