SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 109 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,746,911 | +4.7% | 65,772 | -0.5% | 0.04% | -2.6% |
| Q1 2024 | $1,668,924 | -54.1% | 66,096 | -55.0% | 0.04% | -57.8% |
| Q4 2023 | $3,638,305 | +119.8% | 146,765 | +112.3% | 0.09% | +95.7% |
| Q3 2023 | $1,655,164 | +2.1% | 69,138 | +5.1% | 0.05% | +2.2% |
| Q2 2023 | $1,620,630 | -1.6% | 65,799 | -2.1% | 0.04% | -8.2% |
| Q1 2023 | $1,647,695 | -62.0% | 67,198 | -63.3% | 0.05% | -69.6% |
| Q4 2022 | $4,339,232 | +284.7% | 183,322 | +312.5% | 0.16% | +242.6% |
| Q2 2022 | $1,128,000 | -56.7% | 44,446 | -52.6% | 0.05% | -49.5% |
| Q1 2022 | $2,604,000 | -17.3% | 93,769 | -11.7% | 0.09% | -19.1% |
| Q4 2021 | $3,147,000 | +88.3% | 106,230 | +93.8% | 0.12% | +76.9% |
| Q3 2021 | $1,671,000 | -6.1% | 54,818 | +1.3% | 0.06% | -11.0% |
| Q2 2021 | $1,779,000 | -0.1% | 54,117 | -3.4% | 0.07% | -13.1% |
| Q1 2021 | $1,781,000 | +5.3% | 56,040 | +1.6% | 0.08% | +1.2% |
| Q4 2020 | $1,691,000 | +15.0% | 55,161 | +0.3% | 0.08% | 0.0% |
| Q3 2020 | $1,471,000 | +9.9% | 54,980 | 0.0% | 0.08% | +1.2% |
| Q2 2020 | $1,339,000 | +87.5% | 54,980 | +110.7% | 0.08% | +43.9% |
| Q4 2019 | $714,000 | +7.2% | 26,093 | -1.5% | 0.06% | -1.7% |
| Q3 2019 | $666,000 | -6.7% | 26,482 | -2.6% | 0.06% | -19.4% |
| Q2 2019 | $714,000 | -12.7% | 27,193 | -13.6% | 0.07% | -19.1% |
| Q1 2019 | $818,000 | -35.8% | 31,464 | -41.9% | 0.09% | -29.9% |
| Q4 2018 | $1,275,000 | +115.0% | 54,199 | +124.7% | 0.13% | -14.8% |
| Q4 2013 | $593,000 | – | 24,125 | – | 0.15% | – |
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% |