SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $985,531 | +5.2% | 37,106 | 0.0% | 0.02% | 0.0% |
| Q1 2024 | $936,922 | -11.3% | 37,106 | -12.9% | 0.02% | -19.4% |
| Q4 2023 | $1,056,365 | +122.6% | 42,613 | +114.9% | 0.03% | +93.8% |
| Q3 2023 | $474,647 | -2.8% | 19,827 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $488,328 | -19.6% | 19,827 | -19.9% | 0.02% | -27.3% |
| Q1 2023 | $607,311 | -76.4% | 24,768 | -77.2% | 0.02% | -79.4% |
| Q4 2022 | $2,572,973 | – | 108,701 | – | 0.11% | – |
Download | ||||||
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% |