SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 732 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $916,805 | +11.4% | 33,843 | +4.3% | 0.22% | -3.0% |
| Q1 2024 | $822,861 | +8.5% | 32,460 | +4.7% | 0.23% | +2.7% |
| Q4 2023 | $758,382 | +8.5% | 31,005 | +4.3% | 0.22% | +5.6% |
| Q3 2023 | $698,897 | -3.4% | 29,715 | +1.0% | 0.21% | -23.4% |
| Q2 2023 | $723,170 | +4.4% | 29,433 | +4.3% | 0.28% | -2.1% |
| Q1 2023 | $692,580 | +45.5% | 28,211 | +55.4% | 0.28% | +42.7% |
| Q4 2022 | $475,921 | +18.7% | 18,154 | +2.9% | 0.20% | -37.8% |
| Q3 2022 | $401,000 | +0.8% | 17,650 | +12.4% | 0.32% | -2.1% |
| Q2 2022 | $398,000 | -0.3% | 15,705 | +3.5% | 0.33% | +22.5% |
| Q1 2022 | $399,000 | -40.9% | 15,179 | -32.4% | 0.27% | -39.2% |
| Q4 2021 | $675,000 | – | 22,465 | – | 0.44% | – |
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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% |