SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 643 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,308,000 | +20.1% | 70,177 | +11.4% | 1.63% | +13.2% |
| Q3 2021 | $1,921,000 | -16.8% | 63,023 | -10.2% | 1.44% | -11.7% |
| Q2 2021 | $2,308,000 | +5.5% | 70,177 | +2.0% | 1.63% | +0.7% |
| Q1 2021 | $2,187,000 | +154.6% | 68,812 | +145.6% | 1.62% | +134.2% |
| Q4 2020 | $859,000 | +13.0% | 28,016 | -1.4% | 0.69% | +0.1% |
| Q3 2020 | $760,000 | +123.5% | 28,401 | +103.4% | 0.69% | +59.5% |
| Q2 2020 | $340,000 | -43.0% | 13,965 | -51.6% | 0.43% | -44.4% |
| Q1 2020 | $597,000 | -31.3% | 28,854 | -9.1% | 0.78% | -17.3% |
| Q4 2019 | $869,000 | +9.2% | 31,747 | +0.2% | 0.94% | +4.0% |
| Q3 2019 | $796,000 | -22.9% | 31,690 | -19.4% | 0.90% | -22.4% |
| Q2 2019 | $1,032,000 | -2.2% | 39,342 | -3.0% | 1.16% | -4.8% |
| Q1 2019 | $1,055,000 | -5.2% | 40,579 | -14.2% | 1.22% | -9.2% |
| Q4 2018 | $1,113,000 | – | 47,285 | – | 1.34% | – |
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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% |