SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 714 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $29 | +26.1% | 1,070 | +10.7% | 0.02% | +7.1% |
| Q1 2024 | $23 | 0.0% | 967 | 0.0% | 0.01% | -6.7% |
| Q4 2023 | $23 | +15.0% | 967 | +15.7% | 0.02% | 0.0% |
| Q3 2023 | $20 | +300.0% | 836 | +294.3% | 0.02% | +275.0% |
| Q2 2023 | $5 | 0.0% | 212 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $5 | -73.7% | 212 | -73.6% | 0.00% | -76.5% |
| Q4 2022 | $19 | -99.9% | 802 | +17.8% | 0.02% | +13.3% |
| Q3 2022 | $16,000 | +220.0% | 681 | +221.2% | 0.02% | +200.0% |
| Q2 2022 | $5,000 | -16.7% | 212 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $6,000 | – | 212 | – | 0.01% | – |
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% |