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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $10,000 | -16.7% | 374 | -9.7% | 0.01% | -12.5% |
Q4 2021 | $12,000 | +20.0% | 414 | +29.0% | 0.01% | +14.3% |
Q3 2021 | $10,000 | 0.0% | 321 | +11.1% | 0.01% | 0.0% |
Q2 2021 | $10,000 | +11.1% | 289 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $9,000 | -18.2% | 289 | -17.4% | 0.01% | -30.0% |
Q4 2020 | $11,000 | – | 350 | – | 0.01% | – |
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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% |