SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 689 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $940 | -60.6% | 39,244 | -59.4% | 0.23% | -58.2% |
| Q2 2023 | $2,383 | +3.0% | 96,766 | +2.6% | 0.56% | -4.0% |
| Q1 2023 | $2,314 | +4.1% | 94,352 | +0.5% | 0.58% | -1.7% |
| Q4 2022 | $2,223 | -99.9% | 93,909 | -3.1% | 0.59% | -33.6% |
| Q3 2022 | $2,170,000 | -5.6% | 96,896 | +7.0% | 0.89% | +0.2% |
| Q2 2022 | $2,299,000 | -9.1% | 90,564 | -0.5% | 0.89% | +6.1% |
| Q1 2022 | $2,528,000 | -4.5% | 91,038 | +1.8% | 0.84% | +3.8% |
| Q4 2021 | $2,648,000 | -5.3% | 89,398 | -2.6% | 0.81% | -13.1% |
| Q3 2021 | $2,796,000 | +60.8% | 91,739 | +73.5% | 0.93% | +63.8% |
| Q2 2021 | $1,739,000 | +12.4% | 52,876 | +8.6% | 0.57% | -14.5% |
| Q1 2021 | $1,547,000 | +7.3% | 48,679 | +3.4% | 0.66% | -0.3% |
| Q4 2020 | $1,442,000 | +18.4% | 47,062 | +3.4% | 0.66% | +5.6% |
| Q3 2020 | $1,218,000 | – | 45,528 | – | 0.63% | – |
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% |