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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $215,018 | -0.5% | 9,084 | -6.0% | 0.01% | 0.0% |
| Q3 2022 | $216,000 | -7.7% | 9,662 | +14.4% | 0.01% | +14.3% |
| Q1 2022 | $234,000 | +9.9% | 8,443 | +17.3% | 0.01% | 0.0% |
| Q4 2021 | $213,000 | -4.9% | 7,199 | -2.2% | 0.01% | -12.5% |
| Q3 2021 | $224,000 | -28.7% | 7,360 | -23.0% | 0.01% | -27.3% |
| Q2 2021 | $314,000 | +5.4% | 9,563 | +2.0% | 0.01% | -15.4% |
| Q1 2021 | $298,000 | -32.6% | 9,378 | -34.9% | 0.01% | +30.0% |
| Q4 2020 | $442,000 | +110.5% | 14,398 | +88.1% | 0.01% | -23.1% |
| Q4 2019 | $210,000 | +1.0% | 7,655 | -7.6% | 0.01% | -13.3% |
| Q3 2019 | $208,000 | -10.3% | 8,285 | -6.1% | 0.02% | -21.1% |
| Q2 2019 | $232,000 | -51.5% | 8,824 | -52.1% | 0.02% | -5.0% |
| Q1 2019 | $478,000 | +5.3% | 18,410 | -4.5% | 0.02% | -20.0% |
| Q4 2018 | $454,000 | -15.6% | 19,268 | -8.1% | 0.02% | 0.0% |
| Q3 2018 | $538,000 | -77.5% | 20,956 | -77.3% | 0.02% | -89.2% |
| Q2 2018 | $2,386,000 | -4.8% | 92,140 | +5.5% | 0.23% | +0.9% |
| Q1 2018 | $2,507,000 | -26.5% | 87,343 | -28.4% | 0.23% | +46.8% |
| Q4 2017 | $3,410,000 | +20.8% | 122,016 | +16.4% | 0.16% | +15.6% |
| Q3 2017 | $2,822,000 | +86.4% | 104,842 | +66.0% | 0.14% | +70.9% |
| Q1 2017 | $1,514,000 | +102.4% | 63,142 | +81.8% | 0.08% | +83.7% |
| Q4 2016 | $748,000 | – | 34,738 | – | 0.04% | – |
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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% |