SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 714 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,979,694 | +2.9% | 149,838 | -2.2% | 2.48% | -2.8% |
| Q1 2024 | $3,868,768 | -2.5% | 153,219 | -4.2% | 2.55% | -15.5% |
| Q4 2023 | $3,966,398 | +6.7% | 160,000 | +3.1% | 3.02% | -13.1% |
| Q3 2023 | $3,716,944 | -6.3% | 155,261 | -4.0% | 3.47% | -12.0% |
| Q2 2023 | $3,966,817 | +1.6% | 161,779 | +1.6% | 3.94% | -1.2% |
| Q1 2023 | $3,905,970 | +2.0% | 159,297 | -1.5% | 3.99% | -3.4% |
| Q4 2022 | $3,829,317 | +4.1% | 161,779 | -0.1% | 4.13% | -4.5% |
| Q3 2022 | $3,678,000 | -11.5% | 161,943 | -1.4% | 4.32% | +6.6% |
| Q2 2022 | $4,154,000 | -13.4% | 164,252 | -4.9% | 4.06% | +1.6% |
| Q1 2022 | $4,798,000 | +2580.4% | 172,772 | -3.7% | 3.99% | +2396.2% |
| Q4 2021 | $179,000 | -96.8% | 179,473 | -2.7% | 0.16% | -96.6% |
| Q3 2021 | $5,624,000 | -8.6% | 184,526 | -1.3% | 4.68% | -7.9% |
| Q2 2021 | $6,150,000 | +4.4% | 187,049 | +1.0% | 5.08% | -6.6% |
| Q1 2021 | $5,891,000 | -8.1% | 185,220 | -11.4% | 5.45% | -13.8% |
| Q4 2020 | $6,411,000 | – | 209,169 | – | 6.32% | – |
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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% |