SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 577 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,020,992 | -9.7% | 113,742 | -14.1% | 2.18% | -12.9% |
| Q1 2024 | $3,344,745 | -3.1% | 132,465 | -4.9% | 2.50% | -7.2% |
| Q4 2023 | $3,451,700 | +4.5% | 139,238 | +0.9% | 2.70% | -11.3% |
| Q3 2023 | $3,304,400 | -5.2% | 138,028 | -2.5% | 3.04% | -1.4% |
| Q2 2023 | $3,486,806 | -0.4% | 141,567 | -0.8% | 3.09% | -3.4% |
| Q1 2023 | $3,499,118 | +1.5% | 142,705 | -2.1% | 3.20% | -4.3% |
| Q4 2022 | $3,448,669 | -27.9% | 145,698 | -31.8% | 3.34% | -32.9% |
| Q3 2022 | $4,783,000 | -13.5% | 213,548 | -2.0% | 4.98% | -6.4% |
| Q2 2022 | $5,529,000 | -6.8% | 217,861 | +2.0% | 5.32% | +8.0% |
| Q1 2022 | $5,931,000 | -19.7% | 213,585 | -14.3% | 4.93% | -7.0% |
| Q4 2021 | $7,382,000 | +9.1% | 249,232 | +12.2% | 5.30% | +7.0% |
| Q3 2021 | $6,769,000 | -6.5% | 222,069 | +0.9% | 4.96% | -5.1% |
| Q2 2021 | $7,237,000 | +0.2% | 220,089 | -3.2% | 5.22% | -3.1% |
| Q1 2021 | $7,224,000 | +6.3% | 227,313 | +2.5% | 5.39% | -9.6% |
| Q4 2020 | $6,799,000 | +13.5% | 221,834 | -0.9% | 5.96% | -4.4% |
| Q3 2020 | $5,989,000 | +9.2% | 223,788 | -0.6% | 6.23% | +2.0% |
| Q2 2020 | $5,483,000 | +386.5% | 225,166 | +313.4% | 6.10% | +309.1% |
| Q1 2020 | $1,127,000 | -83.2% | 54,467 | -77.7% | 1.49% | -77.1% |
| Q4 2019 | $6,700,000 | – | 244,793 | – | 6.51% | – |
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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% |