SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 716 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,312,170 | +1.1% | 49,404 | -3.9% | 0.53% | +0.2% |
| Q1 2024 | $1,297,699 | -9.8% | 51,394 | -11.4% | 0.53% | -12.1% |
| Q4 2023 | $1,438,489 | +20.3% | 58,027 | +16.2% | 0.60% | +11.5% |
| Q3 2023 | $1,195,564 | -5.8% | 49,940 | -3.1% | 0.54% | -3.7% |
| Q2 2023 | $1,269,282 | -0.3% | 51,534 | -0.7% | 0.56% | +3.5% |
| Q1 2023 | $1,273,005 | +2.9% | 51,917 | -0.7% | 0.54% | -0.9% |
| Q4 2022 | $1,237,397 | +48.9% | 52,277 | +41.0% | 0.55% | +37.0% |
| Q3 2022 | $831,000 | -12.7% | 37,082 | -1.1% | 0.40% | -8.5% |
| Q2 2022 | $952,000 | -37.5% | 37,491 | -31.7% | 0.44% | -30.5% |
| Q1 2022 | $1,524,000 | +188.6% | 54,869 | +207.8% | 0.63% | +208.3% |
| Q4 2021 | $528,000 | -38.7% | 17,829 | -36.9% | 0.20% | -41.7% |
| Q3 2021 | $861,000 | +20.4% | 28,238 | +29.8% | 0.35% | +19.5% |
| Q2 2021 | $715,000 | -20.6% | 21,758 | -23.3% | 0.29% | -26.8% |
| Q1 2021 | $901,000 | +63.5% | 28,359 | +57.8% | 0.40% | +55.6% |
| Q4 2020 | $551,000 | – | 17,971 | – | 0.26% | – |
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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% |