SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 694 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. 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 | $365,800 | -1.9% | 13,773 | -6.7% | 0.01% | +85.7% |
| Q1 2024 | $372,806 | +24.6% | 14,765 | +17.5% | 0.01% | -30.0% |
| Q4 2023 | $299,319 | +2.9% | 12,561 | +3.4% | 0.01% | -9.1% |
| Q3 2023 | $290,907 | -0.0% | 12,152 | +2.9% | 0.01% | 0.0% |
| Q2 2023 | $291,004 | -25.9% | 11,815 | -26.2% | 0.01% | -26.7% |
| Q1 2023 | $392,666 | +276425.4% | 16,014 | +166.5% | 0.02% | +87.5% |
| Q4 2022 | $142 | -98.7% | 6,010 | +1099.6% | 0.01% | +700.0% |
| Q3 2022 | $11,000 | -96.7% | 501 | -96.1% | 0.00% | -92.9% |
| Q2 2022 | $329,000 | -44.1% | 12,958 | -38.9% | 0.01% | -12.5% |
| Q1 2022 | $589,000 | +24.8% | 21,206 | +33.0% | 0.02% | +60.0% |
| Q4 2021 | $472,000 | +12.9% | 15,941 | +16.2% | 0.01% | -9.1% |
| Q3 2021 | $418,000 | -12.6% | 13,715 | -5.6% | 0.01% | -15.4% |
| Q2 2021 | $478,000 | +592.8% | 14,525 | +5.9% | 0.01% | +550.0% |
| Q1 2021 | $69,000 | – | 13,713 | – | 0.00% | – |
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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% |