SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 669 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 2.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $477,257 | +5.2% | 17,969 | 0.0% | 0.17% | +0.6% |
| Q1 2024 | $453,717 | -12.8% | 17,969 | -14.4% | 0.17% | -20.4% |
| Q4 2023 | $520,392 | +64.9% | 20,992 | +59.2% | 0.21% | +52.9% |
| Q3 2023 | $315,673 | -2.8% | 13,186 | 0.0% | 0.14% | -0.7% |
| Q2 2023 | $324,771 | -2.9% | 13,186 | -3.3% | 0.14% | -9.7% |
| Q1 2023 | $334,502 | +3.6% | 13,642 | 0.0% | 0.15% | -1.3% |
| Q4 2022 | $322,906 | -58.0% | 13,642 | -60.3% | 0.16% | -61.5% |
| Q3 2022 | $769,000 | -11.7% | 34,336 | 0.0% | 0.40% | -8.2% |
| Q2 2022 | $871,000 | -8.7% | 34,336 | 0.0% | 0.44% | +5.5% |
| Q1 2022 | $954,000 | -7.2% | 34,336 | -1.1% | 0.42% | -4.3% |
| Q4 2021 | $1,028,000 | -6.3% | 34,709 | -3.6% | 0.44% | -8.0% |
| Q3 2021 | $1,097,000 | -8.4% | 35,987 | -1.1% | 0.48% | -5.8% |
| Q2 2021 | $1,197,000 | +3.2% | 36,394 | -0.3% | 0.50% | -6.1% |
| Q1 2021 | $1,160,000 | +1.8% | 36,496 | -1.8% | 0.54% | -8.8% |
| Q4 2020 | $1,139,000 | -27.8% | 37,161 | -37.0% | 0.59% | -35.1% |
| Q3 2020 | $1,578,000 | -43.8% | 58,966 | -48.9% | 0.91% | -50.5% |
| Q2 2020 | $2,809,000 | -33.2% | 115,343 | -43.2% | 1.83% | -53.0% |
| Q1 2020 | $4,202,000 | -34.0% | 203,090 | -12.7% | 3.90% | -22.4% |
| Q4 2019 | $6,368,000 | – | 232,653 | – | 5.02% | – |
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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% |