SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 677 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $21,248 | -19.9% | 800 | -23.8% | 0.01% | -23.1% |
| Q1 2024 | $26,513 | +12.6% | 1,050 | +10.5% | 0.01% | 0.0% |
| Q4 2023 | $23,551 | -93.0% | 950 | -92.2% | 0.01% | -93.5% |
| Q1 2022 | $337,000 | -57.9% | 12,144 | -50.1% | 0.20% | -57.9% |
| Q2 2021 | $801,000 | +58.6% | 24,356 | +53.2% | 0.48% | +46.3% |
| Q1 2021 | $505,000 | +146.3% | 15,903 | +137.3% | 0.33% | +123.3% |
| Q4 2020 | $205,000 | -92.9% | 6,703 | -93.7% | 0.15% | -94.6% |
| Q4 2019 | $2,893,000 | – | 105,704 | – | 2.71% | – |
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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% |