SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $202,361 | -1.9% | 7,619 | -11.6% | 0.18% | -15.0% |
| Q3 2023 | $206,339 | -7.8% | 8,619 | -5.2% | 0.21% | -3.2% |
| Q2 2023 | $223,912 | -14.7% | 9,091 | -18.0% | 0.22% | +9.5% |
| Q4 2022 | $262,571 | +0.6% | 11,093 | -4.6% | 0.20% | -14.5% |
| Q3 2022 | $261,000 | +2.4% | 11,632 | +15.8% | 0.24% | +7.8% |
| Q2 2022 | $255,000 | -38.1% | 10,042 | -32.3% | 0.22% | -30.6% |
| Q1 2022 | $412,000 | -5.9% | 14,824 | +0.2% | 0.31% | +23.1% |
| Q4 2021 | $438,000 | -8.9% | 14,799 | -6.3% | 0.26% | -24.1% |
| Q3 2021 | $481,000 | -9.9% | 15,797 | -2.7% | 0.34% | -19.0% |
| Q2 2021 | $534,000 | +4.3% | 16,234 | +0.7% | 0.42% | -2.4% |
| Q1 2021 | $512,000 | +1606.7% | 16,123 | -21.8% | 0.42% | +5212.5% |
| Q4 2020 | $30,000 | -94.6% | 20,608 | -0.1% | 0.01% | -98.5% |
| Q3 2020 | $551,000 | +3.8% | 20,619 | -5.4% | 0.52% | +320.2% |
| Q2 2020 | $531,000 | – | 21,791 | – | 0.12% | – |
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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% |