SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 732 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $41,572 | -3.9% | 1,688 | -4.3% | 0.04% | -9.8% |
| Q1 2023 | $43,263 | -20.0% | 1,764 | -22.7% | 0.04% | -21.2% |
| Q4 2022 | $54,046 | -19.3% | 2,283 | -25.0% | 0.05% | -23.5% |
| Q3 2022 | $67,000 | -25.6% | 3,046 | -16.8% | 0.07% | -20.9% |
| Q2 2022 | $90,000 | -25.0% | 3,660 | -15.0% | 0.09% | -15.7% |
| Q1 2022 | $120,000 | -15.5% | 4,305 | -9.9% | 0.10% | -10.5% |
| Q4 2021 | $142,000 | – | 4,778 | – | 0.11% | – |
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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% |