SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 643 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,399,000 | -22.9% | 50,370 | -17.8% | 1.05% | -19.7% |
| Q4 2021 | $1,814,000 | +145.5% | 61,258 | +152.8% | 1.30% | +125.6% |
| Q3 2021 | $739,000 | -6.8% | 24,234 | +0.5% | 0.58% | +6.8% |
| Q2 2021 | $793,000 | +15.8% | 24,113 | +11.8% | 0.54% | +1.9% |
| Q1 2021 | $685,000 | +32.0% | 21,565 | +27.3% | 0.53% | +9.7% |
| Q4 2020 | $519,000 | +92.2% | 16,945 | +67.7% | 0.48% | +56.6% |
| Q3 2020 | $270,000 | +13.0% | 10,104 | +3.1% | 0.31% | -9.9% |
| Q2 2020 | $239,000 | -91.9% | 9,801 | -93.2% | 0.34% | -93.5% |
| Q1 2020 | $2,966,000 | -51.1% | 143,367 | -35.3% | 5.30% | -2.6% |
| Q4 2019 | $6,063,000 | – | 221,509 | – | 5.44% | – |
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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% |