SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 661 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,476,861 | -0.8% | 187,003 | +2.1% | 0.45% | +1.8% |
| Q2 2023 | $4,513,347 | +8.0% | 183,245 | +7.5% | 0.44% | +1.1% |
| Q1 2023 | $4,178,612 | +7.2% | 170,416 | +3.5% | 0.44% | 0.0% |
| Q4 2022 | $3,899,135 | +5.2% | 164,728 | -0.5% | 0.44% | -18.4% |
| Q3 2022 | $3,708,000 | -8.8% | 165,557 | +3.3% | 0.54% | -1.6% |
| Q2 2022 | $4,067,000 | -7.9% | 160,243 | +0.7% | 0.55% | +2.8% |
| Q1 2022 | $4,417,000 | +5.8% | 159,069 | +12.9% | 0.53% | -3.5% |
| Q4 2021 | $4,175,000 | -3.5% | 140,954 | -0.7% | 0.55% | -16.3% |
| Q3 2021 | $4,326,000 | -6.9% | 141,927 | +0.5% | 0.66% | -15.6% |
| Q2 2021 | $4,645,000 | +368.7% | 141,263 | +353.1% | 0.78% | +244.2% |
| Q1 2021 | $991,000 | +8.1% | 31,180 | +4.2% | 0.23% | -6.2% |
| Q4 2020 | $917,000 | +9.8% | 29,915 | -4.1% | 0.24% | -6.9% |
| Q3 2020 | $835,000 | +17.1% | 31,210 | +6.7% | 0.26% | +2.4% |
| Q2 2020 | $713,000 | +11.1% | 29,261 | -5.6% | 0.25% | -7.7% |
| Q1 2020 | $642,000 | -16.7% | 31,013 | +10.2% | 0.27% | +3.0% |
| Q4 2019 | $771,000 | +13.5% | 28,153 | +9.8% | 0.27% | +9.0% |
| Q3 2019 | $679,000 | – | 25,637 | – | 0.24% | – |
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% |