SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 677 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,781,723 | +3.5% | 104,734 | -1.6% | 0.08% | -4.9% |
| Q1 2024 | $2,687,059 | -0.4% | 106,418 | -2.2% | 0.08% | -13.7% |
| Q4 2023 | $2,696,996 | -0.8% | 108,791 | -4.2% | 0.10% | -15.9% |
| Q3 2023 | $2,719,305 | -2.9% | 113,605 | -0.0% | 0.11% | -3.4% |
| Q2 2023 | $2,799,580 | -2.8% | 113,650 | -3.2% | 0.12% | -12.7% |
| Q1 2023 | $2,880,188 | +5.4% | 117,444 | +1.7% | 0.13% | -4.3% |
| Q4 2022 | $2,732,981 | -2.9% | 115,473 | -8.1% | 0.14% | -11.4% |
| Q3 2022 | $2,814,000 | -22.3% | 125,592 | -12.0% | 0.16% | -20.6% |
| Q2 2022 | $3,623,000 | +25.4% | 142,723 | +37.2% | 0.20% | +17.8% |
| Q1 2022 | $2,890,000 | -0.6% | 104,061 | +6.0% | 0.17% | -6.1% |
| Q4 2021 | $2,908,000 | -6.6% | 98,170 | -3.9% | 0.18% | -16.3% |
| Q3 2021 | $3,113,000 | -7.7% | 102,128 | -0.4% | 0.22% | -13.7% |
| Q2 2021 | $3,372,000 | +516.5% | 102,569 | +495.5% | 0.25% | +369.8% |
| Q1 2021 | $547,000 | -51.4% | 17,224 | -53.1% | 0.05% | -54.7% |
| Q4 2020 | $1,126,000 | -19.5% | 36,726 | -29.7% | 0.12% | -32.0% |
| Q3 2020 | $1,398,000 | -32.0% | 52,220 | -38.2% | 0.17% | -49.0% |
| Q2 2020 | $2,056,000 | -40.9% | 84,446 | -49.8% | 0.34% | -63.4% |
| Q1 2020 | $3,479,000 | -19.2% | 168,123 | +6.9% | 0.92% | -3.9% |
| Q4 2019 | $4,305,000 | +23.0% | 157,256 | +12.9% | 0.96% | +13.5% |
| Q3 2019 | $3,501,000 | +6.1% | 139,304 | +10.8% | 0.84% | +1.9% |
| Q2 2019 | $3,300,000 | +0.0% | 125,778 | -0.8% | 0.83% | -21.0% |
| Q1 2019 | $3,299,000 | +10.7% | 126,834 | +0.1% | 1.05% | -5.7% |
| Q4 2018 | $2,980,000 | – | 126,665 | – | 1.11% | – |
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% |