SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 164 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $409,116 | +3.6% | 16,685 | -0.0% | 0.02% | 0.0% |
| Q4 2022 | $395,076 | -13.0% | 16,691 | -17.6% | 0.02% | -13.6% |
| Q3 2022 | $454,000 | -70.0% | 20,254 | -66.1% | 0.02% | -67.2% |
| Q2 2022 | $1,515,000 | -10.4% | 59,702 | -16.9% | 0.07% | -37.4% |
| Q4 2018 | $1,691,000 | +443.7% | 71,850 | +452.4% | 0.11% | +296.3% |
| Q4 2014 | $311,000 | – | 13,007 | – | 0.03% | – |
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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% |