SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 295 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $246,754 | -2.2% | 9,286 | -7.1% | 0.01% | 0.0% |
Q1 2024 | $252,273 | -9.9% | 9,991 | -11.5% | 0.01% | -20.0% |
Q4 2023 | $280,004 | -15.2% | 11,295 | -18.2% | 0.01% | -23.1% |
Q3 2023 | $330,372 | -1.1% | 13,800 | +1.8% | 0.01% | +8.3% |
Q2 2023 | $334,033 | +0.3% | 13,562 | -0.2% | 0.01% | -7.7% |
Q1 2023 | $333,080 | +1.3% | 13,584 | -2.2% | 0.01% | -7.1% |
Q4 2022 | $328,824 | +7.8% | 13,892 | +2.0% | 0.01% | 0.0% |
Q3 2022 | $305,000 | -10.6% | 13,616 | +1.2% | 0.01% | -12.5% |
Q2 2022 | $341,000 | -40.7% | 13,448 | -35.0% | 0.02% | -30.4% |
Q1 2022 | $575,000 | -6.2% | 20,703 | +0.1% | 0.02% | +9.5% |
Q4 2021 | $613,000 | -2.7% | 20,683 | -0.0% | 0.02% | -38.2% |
Q3 2021 | $630,000 | -6.8% | 20,684 | +0.6% | 0.03% | -8.1% |
Q2 2021 | $676,000 | +15.8% | 20,566 | +12.0% | 0.04% | +2.8% |
Q1 2021 | $584,000 | +12.5% | 18,367 | +8.4% | 0.04% | +5.9% |
Q4 2020 | $519,000 | +24.8% | 16,942 | +8.9% | 0.03% | +6.2% |
Q3 2020 | $416,000 | +113.3% | 15,553 | +93.9% | 0.03% | +88.2% |
Q2 2020 | $195,000 | +17.5% | 8,020 | 0.0% | 0.02% | 0.0% |
Q1 2020 | $166,000 | -22.4% | 8,020 | +2.6% | 0.02% | -5.6% |
Q4 2019 | $214,000 | +6.5% | 7,820 | -2.3% | 0.02% | -5.3% |
Q3 2019 | $201,000 | -2.4% | 8,005 | +2.1% | 0.02% | 0.0% |
Q2 2019 | $206,000 | +28.0% | 7,837 | +17.4% | 0.02% | +11.8% |
Q1 2017 | $161,000 | +28.8% | 6,676 | +15.1% | 0.02% | +21.4% |
Q4 2016 | $125,000 | -90.7% | 5,800 | 0.0% | 0.01% | -17.6% |
Q3 2016 | $1,337,000 | +276.6% | 5,800 | -68.1% | 0.02% | -62.2% |
Q4 2015 | $355,000 | -9.2% | 18,200 | -6.8% | 0.04% | -11.8% |
Q3 2015 | $391,000 | +1.0% | 19,533 | +24.0% | 0.05% | +8.5% |
Q2 2015 | $387,000 | +3.5% | 15,748 | +2.6% | 0.05% | +4.4% |
Q1 2015 | $374,000 | -80.5% | 15,348 | -80.9% | 0.04% | -80.3% |
Q4 2014 | $1,917,000 | -32.9% | 80,207 | -28.7% | 0.23% | -33.5% |
Q3 2014 | $2,858,000 | -4.7% | 112,537 | -2.3% | 0.34% | -5.8% |
Q2 2014 | $2,999,000 | -4.2% | 115,207 | -10.4% | 0.36% | -5.9% |
Q1 2014 | $3,129,000 | +6.9% | 128,627 | +8.2% | 0.39% | +1.6% |
Q4 2013 | $2,926,000 | +1.5% | 118,930 | +1.4% | 0.38% | -5.0% |
Q3 2013 | $2,884,000 | -13.9% | 117,280 | -18.3% | 0.40% | -17.3% |
Q2 2013 | $3,351,000 | – | 143,530 | – | 0.48% | – |
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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% |