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 | $2,145,826 | +9.0% | 80,792 | +3.6% | 0.35% | +3.8% |
| Q1 2024 | $1,969,491 | +17.4% | 78,000 | +15.2% | 0.34% | +5.0% |
| Q4 2023 | $1,677,902 | -12.4% | 67,685 | -15.4% | 0.32% | -26.4% |
| Q3 2023 | $1,916,429 | -2.8% | 80,051 | 0.0% | 0.44% | -6.6% |
| Q2 2023 | $1,971,664 | -14.7% | 80,051 | -15.1% | 0.47% | -16.5% |
| Q1 2023 | $2,311,329 | +1.1% | 94,263 | -2.4% | 0.56% | -6.2% |
| Q4 2022 | $2,285,745 | +98.6% | 96,567 | +87.9% | 0.60% | +60.9% |
| Q3 2022 | $1,151,000 | +125.2% | 51,395 | +155.3% | 0.37% | +114.4% |
| Q2 2022 | $511,000 | -12.3% | 20,128 | -4.2% | 0.17% | +0.6% |
| Q1 2022 | $583,000 | -6.3% | 21,000 | +0.0% | 0.17% | -7.5% |
| Q4 2021 | $622,000 | +2.3% | 20,997 | +5.3% | 0.19% | -18.0% |
| Q3 2021 | $608,000 | -7.3% | 19,942 | 0.0% | 0.23% | -11.3% |
| Q2 2021 | $656,000 | +4.1% | 19,942 | +0.5% | 0.26% | -9.2% |
| Q1 2021 | $630,000 | +1.9% | 19,839 | -1.5% | 0.28% | -13.2% |
| Q4 2020 | $618,000 | -24.4% | 20,149 | -34.1% | 0.33% | -38.4% |
| Q3 2020 | $818,000 | -8.2% | 30,575 | -16.4% | 0.53% | -16.4% |
| Q2 2020 | $891,000 | -58.9% | 36,589 | -65.1% | 0.63% | -67.0% |
| Q1 2020 | $2,170,000 | -38.0% | 104,892 | -18.0% | 1.92% | -10.7% |
| Q4 2019 | $3,499,000 | +9.7% | 127,859 | +0.7% | 2.15% | +1.8% |
| Q3 2019 | $3,190,000 | -5.6% | 126,927 | -1.5% | 2.11% | -8.6% |
| Q2 2019 | $3,381,000 | -1.1% | 128,846 | -1.9% | 2.31% | -4.6% |
| Q1 2019 | $3,417,000 | +14.8% | 131,381 | +3.9% | 2.42% | +6.0% |
| Q4 2018 | $2,976,000 | – | 126,477 | – | 2.29% | – |
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% |