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 | $5,497,814 | +2.2% | 206,996 | -2.8% | 4.97% | -0.3% |
| Q1 2024 | $5,377,973 | +7.6% | 212,989 | +5.7% | 4.98% | +1.8% |
| Q4 2023 | $4,995,880 | -0.7% | 201,528 | -4.1% | 4.90% | -6.5% |
| Q3 2023 | $5,030,106 | +10.6% | 210,113 | +13.8% | 5.23% | +3.5% |
| Q2 2023 | $4,549,186 | +4.7% | 184,701 | +4.3% | 5.06% | +2.5% |
| Q1 2023 | $4,343,571 | +4.6% | 177,144 | +0.9% | 4.93% | +0.5% |
| Q4 2022 | $4,153,588 | +0.6% | 175,479 | -3.6% | 4.91% | -8.5% |
| Q3 2022 | $4,128,000 | -1.9% | 181,983 | +9.8% | 5.36% | +10.2% |
| Q2 2022 | $4,206,000 | -13.0% | 165,705 | -2.9% | 4.87% | -2.8% |
| Q1 2022 | $4,833,000 | -4.4% | 170,604 | +1.2% | 5.01% | -0.8% |
| Q4 2021 | $5,055,000 | – | 168,649 | – | 5.05% | – |
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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% |