SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $243,299 | -2.8% | 10,163 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $250,312 | +0.5% | 10,163 | +0.1% | 0.01% | -14.3% |
| Q1 2023 | $248,952 | +3.6% | 10,153 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $240,322 | +6.3% | 10,153 | +0.5% | 0.01% | -12.5% |
| Q3 2022 | $226,000 | -12.1% | 10,107 | 0.0% | 0.01% | -11.1% |
| Q2 2022 | $257,000 | -8.5% | 10,107 | +0.0% | 0.01% | 0.0% |
| Q1 2022 | $281,000 | -6.0% | 10,102 | +0.0% | 0.01% | 0.0% |
| Q4 2021 | $299,000 | -2.6% | 10,101 | +0.4% | 0.01% | -18.2% |
| Q3 2021 | $307,000 | -7.3% | 10,063 | 0.0% | 0.01% | -15.4% |
| Q2 2021 | $331,000 | +7.5% | 10,063 | +0.1% | 0.01% | -7.1% |
| Q1 2021 | $308,000 | +14.9% | 10,052 | +0.3% | 0.01% | +7.7% |
| Q4 2020 | $268,000 | 0.0% | 10,020 | 0.0% | 0.01% | -13.3% |
| Q3 2020 | $268,000 | +9.8% | 10,020 | 0.0% | 0.02% | +7.1% |
| Q2 2020 | $244,000 | +17.9% | 10,020 | +0.1% | 0.01% | 0.0% |
| Q1 2020 | $207,000 | -24.5% | 10,013 | 0.0% | 0.01% | -17.6% |
| Q4 2019 | $274,000 | +9.6% | 10,013 | +0.5% | 0.02% | -5.6% |
| Q3 2019 | $250,000 | -15.3% | 9,966 | -11.5% | 0.02% | -18.2% |
| Q2 2019 | $295,000 | +0.7% | 11,259 | 0.0% | 0.02% | -8.3% |
| Q1 2019 | $293,000 | +10.6% | 11,259 | 0.0% | 0.02% | -4.0% |
| Q4 2018 | $265,000 | – | 11,259 | – | 0.02% | – |
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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% |