SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 552 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,833 | +16563.6% | 69 | -85.3% | 0.00% | -100.0% |
| Q4 2022 | $11 | -99.8% | 468 | +161.5% | 0.00% | +100.0% |
| Q3 2021 | $5,000 | -16.7% | 179 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | 0.0% | 179 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $6,000 | +20.0% | 179 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $5,000 | 0.0% | 179 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | +25.0% | 179 | 0.0% | 0.00% | +100.0% |
| Q2 2020 | $4,000 | 0.0% | 179 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $4,000 | -20.0% | 179 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $5,000 | 0.0% | 179 | 0.0% | 0.00% | -33.3% |
| Q3 2019 | $5,000 | 0.0% | 179 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | +25.0% | 179 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $4,000 | – | 179 | – | 0.00% | – |
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% |