SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 716 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $648,308 | -0.2% | 24,410 | -5.1% | 0.01% | -10.0% |
| Q1 2024 | $649,706 | +223.2% | 25,731 | +217.3% | 0.01% | +233.3% |
| Q4 2023 | $201,048 | -9.4% | 8,110 | -12.5% | 0.00% | -25.0% |
| Q3 2023 | $221,812 | -31.0% | 9,265 | -29.1% | 0.00% | -33.3% |
| Q2 2023 | $321,661 | +7.4% | 13,059 | +6.9% | 0.01% | -14.3% |
| Q1 2023 | $299,405 | -25.4% | 12,211 | -28.0% | 0.01% | -30.0% |
| Q4 2022 | $401,222 | +56.7% | 16,951 | +48.4% | 0.01% | +42.9% |
| Q3 2022 | $256,000 | -19.2% | 11,419 | -8.7% | 0.01% | -22.2% |
| Q2 2022 | $317,000 | – | 12,503 | – | 0.01% | – |
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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% |