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 | $345 | +5.2% | 13 | 0.0% | 0.00% | – |
| Q1 2024 | $328 | -37.0% | 13 | -38.1% | 0.00% | – |
| Q4 2023 | $521 | +3.6% | 21 | 0.0% | 0.00% | – |
| Q3 2023 | $503 | -7.2% | 21 | -4.5% | 0.00% | – |
| Q2 2023 | $542 | +10.6% | 22 | +10.0% | 0.00% | – |
| Q1 2023 | $490 | +3.6% | 20 | 0.0% | 0.00% | – |
| Q4 2022 | $473 | – | 20 | +11.1% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 18 | -91.6% | 0.00% | -100.0% |
| Q2 2022 | $5,000 | -16.7% | 215 | +0.5% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | 0.0% | 214 | 0.0% | 0.00% | +50.0% |
| Q4 2021 | $6,000 | 0.0% | 214 | +0.9% | 0.00% | 0.0% |
| Q3 2021 | $6,000 | -14.3% | 212 | +0.5% | 0.00% | -33.3% |
| Q2 2021 | $7,000 | 0.0% | 211 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | +16.7% | 211 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | 0.0% | 211 | -5.8% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 224 | -5.5% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 237 | +0.4% | 0.00% | -25.0% |
| Q1 2020 | $5,000 | +25.0% | 236 | +67.4% | 0.00% | +33.3% |
| Q4 2019 | $4,000 | – | 141 | – | 0.00% | – |
Download | ||||||
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% |