SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 676 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $369 | -10.9% | 15,425 | -8.1% | 0.08% | -14.4% |
| Q2 2023 | $414 | +41.3% | 16,792 | +40.4% | 0.09% | +23.3% |
| Q1 2023 | $293 | +3.9% | 11,964 | +0.6% | 0.07% | -1.4% |
| Q4 2022 | $282 | -99.9% | 11,895 | +1.6% | 0.07% | +1.4% |
| Q3 2022 | $262,000 | -9.3% | 11,707 | +2.8% | 0.07% | -2.7% |
| Q2 2022 | $289,000 | -5.6% | 11,387 | +3.2% | 0.08% | -29.9% |
| Q1 2022 | $306,000 | -14.5% | 11,036 | -8.6% | 0.11% | +28.9% |
| Q4 2021 | $358,000 | +17.8% | 12,076 | +21.1% | 0.08% | +5.1% |
| Q3 2021 | $304,000 | -0.3% | 9,970 | +7.6% | 0.08% | -1.2% |
| Q2 2021 | $305,000 | +4.5% | 9,266 | +0.9% | 0.08% | +2.6% |
| Q1 2021 | $292,000 | -0.3% | 9,179 | -4.0% | 0.08% | -12.4% |
| Q4 2020 | $293,000 | +23.6% | 9,558 | +8.1% | 0.09% | -8.2% |
| Q3 2020 | $237,000 | – | 8,841 | – | 0.10% | – |
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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% |