SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 682 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $57 | +16.3% | 2,371 | +20.3% | 0.00% | – |
| Q2 2023 | $49 | -10.9% | 1,971 | -11.7% | 0.00% | – |
| Q1 2023 | $55 | +5400.0% | 2,231 | +5211.9% | 0.00% | – |
| Q4 2022 | $1 | -99.9% | 42 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 42 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | -98.7% | 42 | -98.3% | 0.00% | – |
| Q4 2021 | $75,000 | -90.6% | 2,533 | -90.4% | 0.00% | -100.0% |
| Q3 2021 | $800,000 | +875.6% | 26,252 | +950.1% | 0.00% | – |
| Q2 2021 | $82,000 | +3.8% | 2,500 | 0.0% | 0.00% | – |
| Q1 2021 | $79,000 | +2.6% | 2,500 | 0.0% | 0.00% | – |
| Q4 2020 | $77,000 | +250.0% | 2,500 | +133.4% | 0.00% | – |
| Q1 2020 | $22,000 | – | 1,071 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COOPER/HAIMS ADVISORS, LLC | 1,097,098 | $26,264,531 | 20.43% |
| Red Tortoise LLC | 403,032 | $9,648,592 | 6.46% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 919,736 | $21,996,372 | 6.36% |
| Heartwood Wealth Advisors LLC | 1,779,025 | $42,589,859 | 6.28% |
| Bishop & Co Investment Management, LLC | 0 | $137,008 | 6.15% |
| Upper Left Wealth Management, LLC | 210,113 | $5,030,106 | 5.23% |
| BlueSky Wealth Advisors, LLC | 967,612 | $23,164,620 | 4.74% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 448,428 | $10,735,376 | 4.32% |
| Rainsberger Wealth Advisors, Inc. | 293,900 | $7,035,973 | 4.32% |
| Consilium Wealth Advisory, LLC | 257,197 | $6,157,307 | 4.31% |