SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 696 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.63 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,483,651 | +4.4% | 206,463 | -0.7% | 1.64% | +1.5% |
| Q1 2024 | $5,251,236 | +4.7% | 207,970 | +2.8% | 1.62% | -0.4% |
| Q4 2023 | $5,017,267 | +4.4% | 202,391 | +0.8% | 1.62% | -4.1% |
| Q3 2023 | $4,804,513 | -4.1% | 200,690 | -1.4% | 1.69% | -1.9% |
| Q2 2023 | $5,011,805 | -1.8% | 203,484 | -2.3% | 1.72% | -7.0% |
| Q1 2023 | $5,104,273 | +6.6% | 208,168 | +2.9% | 1.85% | -0.2% |
| Q4 2022 | $4,787,630 | +8.0% | 202,266 | +2.2% | 1.86% | +6.1% |
| Q3 2022 | $4,435,000 | -8.5% | 198,006 | +3.7% | 1.75% | -5.3% |
| Q2 2022 | $4,845,000 | -5.4% | 190,917 | +3.5% | 1.85% | +4.5% |
| Q1 2022 | $5,120,000 | -20.5% | 184,382 | -15.2% | 1.77% | -17.3% |
| Q4 2021 | $6,444,000 | -5.6% | 217,544 | -2.9% | 2.14% | -10.5% |
| Q3 2021 | $6,826,000 | -19.8% | 223,958 | -14.0% | 2.39% | -20.0% |
| Q2 2021 | $8,513,000 | +3.1% | 260,341 | +0.2% | 2.99% | -4.2% |
| Q1 2021 | $8,257,000 | – | 259,817 | – | 3.12% | – |
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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% |