SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 643 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,948 | +5.2% | 111 | 0.0% | 0.00% | – |
Q1 2024 | $2,803 | +1.9% | 111 | 0.0% | 0.00% | – |
Q4 2023 | $2,752 | +3.6% | 111 | 0.0% | 0.00% | – |
Q3 2023 | $2,657 | -2.8% | 111 | 0.0% | 0.00% | – |
Q2 2023 | $2,734 | +0.4% | 111 | 0.0% | 0.00% | – |
Q1 2023 | $2,722 | +3.6% | 111 | 0.0% | 0.00% | – |
Q4 2022 | $2,627 | -12.4% | 111 | 0.0% | 0.00% | – |
Q4 2021 | $3,000 | 0.0% | 111 | 0.0% | 0.00% | – |
Q3 2021 | $3,000 | -25.0% | 111 | 0.0% | 0.00% | – |
Q2 2021 | $4,000 | -86.7% | 111 | -91.0% | 0.00% | -100.0% |
Q2 2020 | $30,000 | +15.4% | 1,238 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $26,000 | -23.5% | 1,238 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $34,000 | +9.7% | 1,238 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $31,000 | – | 1,238 | +123700.0% | 0.00% | – |
Q2 2019 | $0 | -100.0% | 1 | -99.9% | 0.00% | -100.0% |
Q2 2014 | $41,000 | +5.1% | 1,588 | 0.0% | 0.01% | 0.0% |
Q1 2014 | $39,000 | 0.0% | 1,588 | 0.0% | 0.01% | -11.1% |
Q4 2013 | $39,000 | 0.0% | 1,588 | 0.0% | 0.01% | 0.0% |
Q3 2013 | $39,000 | – | 1,588 | – | 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% |