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 | $3,002,775 | -3.7% | 113,056 | -8.4% | 1.69% | -5.6% |
| Q1 2024 | $3,117,947 | +0.3% | 123,483 | -1.9% | 1.79% | -4.2% |
| Q4 2023 | $3,107,657 | +5.3% | 125,816 | +2.1% | 1.87% | -5.9% |
| Q3 2023 | $2,949,951 | -1.8% | 123,223 | +1.0% | 1.98% | +1.2% |
| Q2 2023 | $3,004,828 | +0.6% | 121,999 | +0.1% | 1.96% | -1.4% |
| Q1 2023 | $2,988,144 | +0.8% | 121,866 | -2.7% | 1.99% | -7.9% |
| Q4 2022 | $2,965,178 | – | 125,272 | – | 2.16% | – |
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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% |