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 | $1,116,768 | +5.2% | 42,047 | -0.0% | 0.48% | +1.1% |
| Q1 2024 | $1,062,040 | -15.9% | 42,061 | -17.4% | 0.47% | -32.7% |
| Q4 2023 | $1,262,481 | -8.5% | 50,927 | -11.7% | 0.70% | -18.0% |
| Q3 2023 | $1,379,997 | +29.7% | 57,644 | +33.4% | 0.85% | +32.1% |
| Q2 2023 | $1,064,041 | +0.4% | 43,201 | 0.0% | 0.64% | -10.1% |
| Q1 2023 | $1,059,289 | +8.2% | 43,201 | +4.4% | 0.72% | -3.6% |
| Q4 2022 | $979,394 | – | 41,377 | – | 0.74% | – |
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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% |