SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 696 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.63 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,381,003 | -7.5% | 308,313 | -4.9% | 4.01% | -2.7% |
| Q2 2023 | $7,982,492 | -1.1% | 324,096 | -1.5% | 4.12% | -4.7% |
| Q1 2023 | $8,068,094 | +120445.3% | 329,041 | +16.4% | 4.32% | +21.2% |
| Q4 2022 | $6,693 | -99.9% | 282,744 | +23.7% | 3.57% | +21.8% |
| Q3 2022 | $5,119,000 | -12.0% | 228,518 | -0.3% | 2.93% | -5.3% |
| Q2 2022 | $5,818,000 | -60.9% | 229,220 | -57.2% | 3.10% | -54.7% |
| Q1 2022 | $14,881,000 | +10.0% | 535,853 | +17.4% | 6.83% | +6.7% |
| Q4 2021 | $13,525,000 | -0.4% | 456,616 | +2.5% | 6.40% | -6.7% |
| Q3 2021 | $13,578,000 | -5.9% | 445,468 | +1.5% | 6.86% | -6.9% |
| Q2 2021 | $14,434,000 | +6.2% | 438,999 | +2.7% | 7.36% | -1.7% |
| Q1 2021 | $13,590,000 | +62.2% | 427,626 | +56.4% | 7.50% | +50.9% |
| Q4 2020 | $8,381,000 | +31.2% | 273,471 | +14.6% | 4.97% | +11.3% |
| Q3 2020 | $6,388,000 | +99.6% | 238,727 | +81.6% | 4.46% | +82.8% |
| Q2 2020 | $3,201,000 | +1233.8% | 131,472 | +1272.1% | 2.44% | +957.1% |
| Q3 2019 | $240,000 | +5.3% | 9,582 | +9.8% | 0.23% | +1.8% |
| Q2 2019 | $228,000 | – | 8,724 | – | 0.23% | – |
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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% |