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 | $6,347,547 | -13.5% | 238,989 | -17.7% | 1.13% | -12.5% |
| Q1 2024 | $7,336,245 | -1.3% | 290,544 | -3.1% | 1.29% | -6.0% |
| Q4 2023 | $7,433,538 | -1.1% | 299,860 | -4.5% | 1.37% | -10.2% |
| Q3 2023 | $7,514,351 | -6.7% | 313,883 | -4.0% | 1.53% | -5.1% |
| Q2 2023 | $8,054,691 | -0.3% | 327,028 | -0.8% | 1.61% | -3.9% |
| Q1 2023 | $8,080,666 | +2.7% | 329,554 | -0.8% | 1.68% | -2.6% |
| Q4 2022 | $7,864,785 | -15.7% | 332,268 | -20.2% | 1.72% | -22.3% |
| Q3 2022 | $9,328,000 | -0.3% | 416,442 | +13.0% | 2.22% | +3.9% |
| Q2 2022 | $9,357,000 | +9.6% | 368,669 | +19.9% | 2.13% | +20.7% |
| Q1 2022 | $8,540,000 | +55.1% | 307,538 | +65.5% | 1.77% | +60.0% |
| Q4 2021 | $5,505,000 | +24.9% | 185,845 | +28.5% | 1.10% | +14.3% |
| Q3 2021 | $4,407,000 | +9.1% | 144,575 | +17.7% | 0.97% | +5.7% |
| Q2 2021 | $4,039,000 | +15.7% | 122,853 | +11.8% | 0.92% | +9.4% |
| Q1 2021 | $3,492,000 | +8.1% | 109,895 | +4.2% | 0.84% | +1.5% |
| Q4 2020 | $3,231,000 | +26.3% | 105,415 | +10.2% | 0.82% | +9.6% |
| Q3 2020 | $2,559,000 | +141.4% | 95,617 | +119.6% | 0.75% | +125.1% |
| Q2 2020 | $1,060,000 | +140.9% | 43,537 | +104.5% | 0.33% | +103.7% |
| Q1 2020 | $440,000 | – | 21,286 | – | 0.16% | – |
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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% |