SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 732 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $236,635 | +4.4% | 9,592 | 0.0% | 0.05% | -2.0% |
| Q4 2023 | $226,659 | -8.2% | 9,592 | -7.9% | 0.05% | -20.3% |
| Q3 2023 | $246,916 | -4.6% | 10,414 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $258,892 | +2.3% | 10,414 | +0.7% | 0.06% | -3.0% |
| Q1 2023 | $253,014 | -12.4% | 10,344 | -6.3% | 0.07% | -15.4% |
| Q4 2022 | $288,722 | +11.5% | 11,041 | -0.1% | 0.08% | -2.5% |
| Q3 2022 | $259,000 | -4.8% | 11,056 | +1.4% | 0.08% | +1.3% |
| Q2 2022 | $272,000 | -6.5% | 10,907 | +0.3% | 0.08% | +2.6% |
| Q1 2022 | $291,000 | -28.3% | 10,877 | -20.6% | 0.08% | -27.4% |
| Q4 2021 | $406,000 | -0.5% | 13,694 | +6.2% | 0.11% | -5.4% |
| Q3 2021 | $408,000 | +4.9% | 12,895 | +5.7% | 0.11% | +0.9% |
| Q2 2021 | $389,000 | -3.0% | 12,202 | -2.1% | 0.11% | -14.6% |
| Q1 2021 | $401,000 | -19.8% | 12,461 | -14.9% | 0.13% | -23.5% |
| Q4 2020 | $500,000 | +28.9% | 14,647 | +4.2% | 0.17% | +9.0% |
| Q3 2020 | $388,000 | +3.5% | 14,062 | -0.2% | 0.16% | +3.3% |
| Q2 2020 | $375,000 | +26.7% | 14,087 | +2.9% | 0.15% | +2.0% |
| Q1 2020 | $296,000 | -53.5% | 13,687 | -39.3% | 0.15% | -47.7% |
| Q4 2019 | $636,000 | -1.4% | 22,537 | -6.9% | 0.28% | -10.2% |
| Q3 2019 | $645,000 | – | 24,202 | – | 0.32% | – |
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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% |