SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 669 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 2.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $346,289 | +3.6% | 13,038 | -1.5% | 0.04% | +2.5% |
| Q1 2024 | $334,260 | -2.1% | 13,238 | -3.8% | 0.04% | -7.0% |
| Q4 2023 | $341,284 | -13.0% | 13,767 | -16.0% | 0.04% | -17.3% |
| Q3 2023 | $392,161 | -2.2% | 16,381 | +0.7% | 0.05% | +2.0% |
| Q2 2023 | $400,804 | +107354.2% | 16,273 | +6.9% | 0.05% | +4.1% |
| Q1 2023 | $373 | +56.7% | 15,226 | +51.6% | 0.05% | +48.5% |
| Q4 2022 | $238 | -99.9% | 10,043 | -7.7% | 0.03% | -5.7% |
| Q3 2022 | $244,000 | -28.9% | 10,883 | -19.6% | 0.04% | -23.9% |
| Q2 2022 | $343,000 | -68.2% | 13,528 | -65.1% | 0.05% | -59.3% |
| Q1 2022 | $1,077,000 | -44.2% | 38,785 | -40.4% | 0.11% | -36.2% |
| Q4 2021 | $1,929,000 | -36.3% | 65,111 | -34.4% | 0.18% | -37.0% |
| Q3 2021 | $3,027,000 | -74.7% | 99,296 | -72.8% | 0.28% | -72.6% |
| Q2 2021 | $11,983,000 | +6.5% | 364,437 | +2.9% | 1.03% | +0.3% |
| Q1 2021 | $11,254,000 | +68.4% | 354,143 | +62.4% | 1.02% | +70.2% |
| Q4 2020 | $6,682,000 | +910.9% | 218,021 | +782.0% | 0.60% | +885.2% |
| Q3 2020 | $661,000 | +19.1% | 24,718 | +8.3% | 0.06% | +17.3% |
| Q2 2020 | $555,000 | +17.1% | 22,819 | -0.5% | 0.05% | +6.1% |
| Q1 2020 | $474,000 | – | 22,924 | – | 0.05% | – |
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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% |