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 | $6,080,201 | -0.3% | 246,162 | -0.3% | 2.56% | -0.1% |
| Q1 2024 | $6,099,542 | -0.9% | 246,945 | -0.9% | 2.57% | -0.4% |
| Q4 2023 | $6,153,536 | +6.5% | 249,131 | +3.2% | 2.58% | -5.0% |
| Q3 2023 | $5,778,789 | +6.3% | 241,386 | +9.4% | 2.71% | +5.3% |
| Q2 2023 | $5,436,434 | +16.0% | 220,724 | +15.5% | 2.58% | +6.3% |
| Q1 2023 | $4,687,440 | +16.3% | 191,168 | +12.2% | 2.42% | +10.6% |
| Q4 2022 | $4,031,996 | +48.2% | 170,342 | +40.2% | 2.19% | +35.6% |
| Q3 2022 | $2,721,000 | -11.3% | 121,480 | +0.5% | 1.62% | -6.2% |
| Q2 2022 | $3,067,000 | -3.7% | 120,853 | +5.4% | 1.72% | -5.4% |
| Q1 2022 | $3,184,000 | -8.8% | 114,652 | -2.7% | 1.82% | -12.2% |
| Q4 2021 | $3,490,000 | – | 117,838 | – | 2.07% | – |
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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% |