SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 676 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $248,673 | +5.2% | 9,363 | 0.0% | 0.27% | +14.9% |
| Q1 2024 | $236,408 | -6.0% | 9,363 | -7.7% | 0.24% | -11.7% |
| Q4 2023 | $251,463 | +14.8% | 10,144 | +3.6% | 0.27% | -34.6% |
| Q3 2022 | $219,000 | -9.9% | 9,795 | +2.1% | 0.41% | +3.3% |
| Q2 2022 | $243,000 | -26.6% | 9,590 | -19.5% | 0.39% | -11.9% |
| Q1 2022 | $331,000 | -4.9% | 11,909 | +1.3% | 0.45% | +1.6% |
| Q4 2021 | $348,000 | – | 11,757 | – | 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% |