SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 697 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $359,928 | +5.2% | 13,552 | 0.0% | 0.07% | -8.6% |
| Q1 2024 | $342,176 | +6.2% | 13,552 | +4.2% | 0.08% | -5.8% |
| Q4 2023 | $322,258 | +10.4% | 13,000 | +6.6% | 0.09% | -5.5% |
| Q3 2023 | $291,840 | -5.8% | 12,190 | 0.0% | 0.09% | -5.2% |
| Q2 2023 | $309,882 | +5.5% | 12,190 | +0.5% | 0.10% | -6.8% |
| Q1 2023 | $293,720 | +6.9% | 12,127 | +4.5% | 0.10% | -7.2% |
| Q4 2022 | $274,789 | +12.2% | 11,609 | +6.3% | 0.11% | -5.9% |
| Q3 2022 | $245,000 | -12.5% | 10,920 | -0.8% | 0.12% | -15.7% |
| Q2 2022 | $280,000 | -8.2% | 11,013 | +0.3% | 0.14% | -84.7% |
| Q1 2022 | $305,000 | – | 10,981 | – | 0.91% | – |
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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% |