SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 599 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,986,000 | +159.9% | 71,504 | +127.9% | 0.00% | +100.0% |
| Q2 2020 | $764,000 | +132.9% | 31,378 | +97.7% | 0.00% | – |
| Q1 2020 | $328,000 | -20.0% | 15,868 | +6.0% | 0.00% | – |
| Q4 2019 | $410,000 | +15.5% | 14,963 | +6.0% | 0.00% | – |
| Q3 2019 | $355,000 | -69.2% | 14,121 | -67.9% | 0.00% | -100.0% |
| Q2 2019 | $1,154,000 | +0.1% | 43,945 | -0.8% | 0.00% | 0.0% |
| Q1 2019 | $1,153,000 | -73.1% | 44,318 | -75.7% | 0.00% | -75.0% |
| Q4 2018 | $4,286,000 | -19.3% | 182,146 | -11.8% | 0.00% | -20.0% |
| Q3 2018 | $5,310,000 | +2.9% | 206,517 | +3.6% | 0.01% | 0.0% |
| Q2 2018 | $5,162,000 | -15.9% | 199,382 | -6.8% | 0.01% | -16.7% |
| Q1 2018 | $6,138,000 | – | 213,854 | – | 0.01% | – |
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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% |