SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 22 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $803,952 | -2.8% | 33,596 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $827,133 | +0.4% | 33,596 | 0.0% | 0.01% | -6.7% |
| Q1 2023 | $823,773 | +3.6% | 33,596 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $794,881 | +5.7% | 33,596 | 0.0% | 0.02% | -6.2% |
| Q3 2022 | $752,000 | -12.7% | 33,596 | -1.0% | 0.02% | -5.9% |
| Q2 2022 | $861,000 | -13.5% | 33,941 | -5.2% | 0.02% | 0.0% |
| Q1 2022 | $995,000 | 0.0% | 35,816 | +6.6% | 0.02% | +6.2% |
| Q4 2021 | $995,000 | -3.6% | 33,596 | -0.8% | 0.02% | -15.8% |
| Q3 2021 | $1,032,000 | -7.4% | 33,882 | 0.0% | 0.02% | -5.0% |
| Q2 2021 | $1,114,000 | +3.5% | 33,882 | 0.0% | 0.02% | -4.8% |
| Q1 2021 | $1,076,000 | +4.6% | 33,882 | +0.9% | 0.02% | -4.5% |
| Q4 2020 | $1,029,000 | -4.1% | 33,596 | -16.2% | 0.02% | -15.4% |
| Q3 2020 | $1,073,000 | +9.9% | 40,096 | -0.0% | 0.03% | -3.7% |
| Q2 2020 | $976,000 | +17.7% | 40,111 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $829,000 | – | 40,111 | +267306.7% | 0.03% | – |
| Q4 2019 | $0 | -100.0% | 15 | -69.4% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 49 | -5.8% | 0.00% | – |
| Q1 2019 | $1,000 | -99.3% | 52 | -99.1% | 0.00% | -100.0% |
| Q4 2018 | $139,000 | – | 5,920 | – | 0.01% | – |
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% |