SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 639 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $455,010 | +4.8% | 16,498 | -2.4% | 0.04% | -5.0% |
Q1 2024 | $433,970 | +3.4% | 16,906 | -1.6% | 0.04% | -7.0% |
Q4 2023 | $419,603 | +6.0% | 17,176 | +3.6% | 0.04% | -6.5% |
Q3 2023 | $395,749 | -2.9% | 16,586 | +0.7% | 0.05% | +2.2% |
Q2 2023 | $407,499 | +2.4% | 16,471 | +1.9% | 0.04% | -6.2% |
Q1 2023 | $398,134 | -15.0% | 16,171 | -13.8% | 0.05% | -20.0% |
Q4 2022 | $468,517 | +20.4% | 18,763 | +12.3% | 0.06% | +5.3% |
Q3 2022 | $389,000 | -13.2% | 16,703 | -7.2% | 0.06% | -14.9% |
Q2 2022 | $448,000 | +1.4% | 17,994 | +14.1% | 0.07% | +9.8% |
Q1 2022 | $442,000 | -9.4% | 15,773 | -0.3% | 0.06% | -7.6% |
Q4 2021 | $488,000 | +82.8% | 15,828 | +80.9% | 0.07% | +53.5% |
Q3 2021 | $267,000 | +1.5% | 8,748 | +9.2% | 0.04% | -2.3% |
Q2 2021 | $263,000 | +1.9% | 8,008 | -1.8% | 0.04% | -8.3% |
Q1 2021 | $258,000 | -2.3% | 8,155 | -5.2% | 0.05% | -20.0% |
Q4 2020 | $264,000 | +15.3% | 8,606 | +0.5% | 0.06% | -3.2% |
Q3 2020 | $229,000 | +8.0% | 8,561 | -1.7% | 0.06% | -11.4% |
Q2 2020 | $212,000 | -9.8% | 8,709 | +2.3% | 0.07% | -31.4% |
Q4 2019 | $235,000 | +13.5% | 8,514 | +3.1% | 0.10% | -11.3% |
Q3 2019 | $207,000 | -2.4% | 8,258 | +2.5% | 0.12% | -26.3% |
Q2 2019 | $212,000 | +5.0% | 8,055 | +3.5% | 0.16% | -0.6% |
Q1 2019 | $202,000 | – | 7,783 | – | 0.16% | – |
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% |