SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 702 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,150,765 | +4.6% | 43,327 | -0.1% | 0.31% | +0.3% |
| Q1 2024 | $1,099,936 | +1.4% | 43,390 | -0.9% | 0.31% | -7.4% |
| Q4 2023 | $1,084,860 | +9.1% | 43,762 | +5.3% | 0.34% | -4.3% |
| Q3 2023 | $994,468 | -7.6% | 41,540 | -4.9% | 0.35% | -6.4% |
| Q2 2023 | $1,076,109 | +17.3% | 43,691 | +16.8% | 0.38% | +10.9% |
| Q1 2023 | $917,146 | -2.4% | 37,404 | -5.7% | 0.34% | -9.6% |
| Q4 2022 | $939,320 | +71.1% | 39,684 | +61.8% | 0.37% | +40.6% |
| Q3 2022 | $549,000 | -10.0% | 24,527 | +2.0% | 0.27% | -9.2% |
| Q2 2022 | $610,000 | – | 24,051 | – | 0.29% | – |
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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% |