SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 702 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $799,433 | +4.0% | 30,099 | -1.1% | 0.29% | +2.8% |
| Q1 2024 | $768,765 | +4.1% | 30,446 | +2.2% | 0.28% | +1.4% |
| Q4 2023 | $738,751 | +4.5% | 29,800 | +0.9% | 0.28% | -13.4% |
| Q3 2023 | $706,976 | +3.4% | 29,531 | +6.3% | 0.32% | +3.2% |
| Q2 2023 | $684,004 | +1.3% | 27,771 | +0.8% | 0.31% | -2.5% |
| Q1 2023 | $675,365 | +2.0% | 27,543 | -1.5% | 0.32% | +5.3% |
| Q4 2022 | $661,854 | -29.1% | 27,962 | -33.0% | 0.30% | -62.6% |
| Q3 2022 | $934,000 | -19.3% | 41,711 | -8.5% | 0.81% | -16.0% |
| Q2 2022 | $1,157,000 | -1.5% | 45,590 | +7.7% | 0.96% | +17.0% |
| Q1 2022 | $1,175,000 | -8.1% | 42,321 | -1.9% | 0.82% | -12.4% |
| Q4 2021 | $1,278,000 | – | 43,157 | – | 0.94% | – |
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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% |