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 | $479,154 | +5.5% | 17,993 | -0.0% | 0.06% | +1.6% |
| Q1 2024 | $454,374 | +9.6% | 17,995 | +7.6% | 0.06% | +4.9% |
| Q4 2023 | $414,638 | +3.6% | 16,726 | 0.0% | 0.06% | -9.0% |
| Q3 2023 | $400,420 | -2.8% | 16,726 | 0.0% | 0.07% | -9.5% |
| Q2 2023 | $411,961 | -2.4% | 16,726 | -2.8% | 0.07% | -10.8% |
| Q1 2023 | $421,935 | +6.6% | 17,208 | +2.9% | 0.08% | -13.5% |
| Q4 2022 | $395,904 | -9.3% | 16,726 | -14.1% | 0.10% | -23.8% |
| Q3 2022 | $436,374 | -11.7% | 19,481 | 0.0% | 0.13% | -8.7% |
| Q2 2022 | $494,428 | -8.6% | 19,481 | +0.0% | 0.14% | -22.0% |
| Q1 2022 | $540,960 | -6.2% | 19,480 | 0.0% | 0.18% | -47.5% |
| Q4 2021 | $576,998 | -2.8% | 19,480 | 0.0% | 0.34% | -12.2% |
| Q3 2021 | $593,750 | -7.3% | 19,480 | -0.0% | 0.38% | -27.5% |
| Q2 2021 | $640,601 | – | 19,483 | – | 0.53% | – |
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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% |