SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 552 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $310,929 | -11.4% | 12,314 | -13.0% | 0.03% | -16.7% |
| Q4 2023 | $350,803 | -53.6% | 14,151 | -55.2% | 0.04% | -57.1% |
| Q3 2023 | $756,073 | -4.8% | 31,582 | -2.0% | 0.08% | -2.3% |
| Q2 2023 | $793,874 | +5.7% | 32,232 | +5.3% | 0.09% | 0.0% |
| Q1 2023 | $750,827 | +3.0% | 30,621 | -0.6% | 0.09% | -10.4% |
| Q4 2022 | $729,036 | +39.4% | 30,800 | +32.0% | 0.10% | +26.3% |
| Q3 2022 | $523,000 | -2.8% | 23,340 | +10.2% | 0.08% | +2.7% |
| Q2 2022 | $538,000 | +163.7% | 21,182 | +208.1% | 0.07% | +236.4% |
| Q4 2021 | $204,000 | -1.4% | 6,874 | +1.1% | 0.02% | -21.4% |
| Q3 2021 | $207,000 | -56.6% | 6,802 | -62.4% | 0.03% | -78.1% |
| Q2 2019 | $477,000 | +0.8% | 18,077 | -1.8% | 0.13% | -21.5% |
| Q3 2018 | $473,000 | -60.6% | 18,403 | -57.2% | 0.16% | -64.2% |
| Q4 2017 | $1,201,000 | -36.2% | 43,019 | -38.5% | 0.46% | -37.8% |
| Q3 2017 | $1,881,000 | +800.0% | 69,920 | +728.8% | 0.73% | +791.5% |
| Q2 2017 | $209,000 | – | 8,436 | – | 0.08% | – |
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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% |