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 | $1,535 | +39.5% | 57,809 | +33.6% | 0.30% | -21.4% |
| Q1 2024 | $1,100 | -31.2% | 43,270 | -32.9% | 0.38% | +0.8% |
| Q4 2023 | $1,600 | +11.0% | 64,525 | +7.2% | 0.38% | -1.6% |
| Q3 2023 | $1,441 | -28.1% | 60,208 | -26.0% | 0.39% | -23.8% |
| Q2 2023 | $2,004 | -20.6% | 81,380 | -20.9% | 0.51% | -22.0% |
| Q1 2023 | $2,525 | +9.8% | 102,940 | +6.0% | 0.65% | -30.7% |
| Q4 2022 | $2,299 | -99.9% | 97,144 | +7.2% | 0.94% | +4.2% |
| Q3 2022 | $2,029,000 | – | 90,594 | – | 0.90% | – |
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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% |