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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $254,000 | -8.6% | 10,000 | 0.0% | 0.03% | +10.7% |
| Q1 2022 | $278,000 | -6.1% | 10,000 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $296,000 | -3.0% | 10,000 | 0.0% | 0.03% | -12.5% |
| Q3 2021 | $305,000 | -7.3% | 10,000 | 0.0% | 0.03% | -5.9% |
| Q2 2021 | $329,000 | +3.5% | 10,000 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $318,000 | +3.6% | 10,000 | 0.0% | 0.03% | -2.9% |
| Q4 2020 | $307,000 | +14.6% | 10,000 | 0.0% | 0.04% | +2.9% |
| Q3 2020 | $268,000 | +9.8% | 10,000 | 0.0% | 0.03% | +3.0% |
| Q2 2020 | $244,000 | +17.9% | 10,000 | 0.0% | 0.03% | +3.1% |
| Q1 2020 | $207,000 | -24.5% | 10,000 | 0.0% | 0.03% | -3.0% |
| Q4 2019 | $274,000 | +9.2% | 10,000 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $251,000 | -4.2% | 10,000 | 0.0% | 0.03% | -5.7% |
| Q2 2019 | $262,000 | +0.8% | 10,000 | 0.0% | 0.04% | +2.9% |
| Q1 2019 | $260,000 | +10.6% | 10,000 | 0.0% | 0.03% | +9.7% |
| Q4 2018 | $235,000 | -8.6% | 10,000 | 0.0% | 0.03% | +6.9% |
| Q3 2018 | $257,000 | -0.8% | 10,000 | -0.2% | 0.03% | -6.5% |
| Q2 2018 | $259,000 | -9.8% | 10,016 | 0.0% | 0.03% | -11.4% |
| Q1 2018 | $287,000 | +2.5% | 10,016 | 0.0% | 0.04% | +2.9% |
| Q4 2017 | $280,000 | +4.1% | 10,016 | +0.2% | 0.03% | -5.6% |
| Q3 2017 | $269,000 | +8.0% | 10,000 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $249,000 | +3.8% | 10,000 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $240,000 | +11.1% | 10,000 | 0.0% | 0.04% | -5.3% |
| Q4 2016 | $216,000 | -6.5% | 10,000 | 0.0% | 0.04% | -7.3% |
| Q3 2016 | $231,000 | +8.5% | 10,000 | 0.0% | 0.04% | +7.9% |
| Q2 2016 | $213,000 | +2.4% | 10,000 | 0.0% | 0.04% | +2.7% |
| Q1 2016 | $208,000 | +6.7% | 10,000 | 0.0% | 0.04% | +5.7% |
| Q4 2015 | $195,000 | -3.5% | 10,000 | 0.0% | 0.04% | -10.3% |
| Q3 2015 | $202,000 | -17.9% | 10,000 | 0.0% | 0.04% | -9.3% |
| Q2 2015 | $246,000 | +0.8% | 10,000 | 0.0% | 0.04% | -2.3% |
| Q1 2015 | $244,000 | +2.1% | 10,000 | 0.0% | 0.04% | 0.0% |
| Q4 2014 | $239,000 | +9.6% | 10,000 | +16.3% | 0.04% | +7.3% |
| Q3 2014 | $218,000 | +10800.0% | 8,600 | +12547.1% | 0.04% | – |
| Q1 2014 | $2,000 | -95.9% | 68 | -96.6% | 0.00% | -100.0% |
| Q4 2013 | $49,000 | – | 2,000 | – | 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% |