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 2019 | $324,000 | +12.5% | 11,826 | +3.3% | 0.06% | +1.6% |
| Q3 2019 | $288,000 | -7.1% | 11,451 | -3.0% | 0.06% | -11.4% |
| Q2 2019 | $310,000 | +13.6% | 11,801 | +12.4% | 0.07% | +9.4% |
| Q1 2019 | $273,000 | +16.7% | 10,501 | +5.8% | 0.06% | +6.7% |
| Q4 2018 | $234,000 | 0.0% | 9,925 | +9.2% | 0.06% | +13.2% |
| Q3 2018 | $234,000 | -17.3% | 9,087 | -16.9% | 0.05% | -24.3% |
| Q2 2018 | $283,000 | -16.8% | 10,931 | -7.6% | 0.07% | -17.6% |
| Q1 2018 | $340,000 | +7.6% | 11,831 | +4.7% | 0.08% | +4.9% |
| Q4 2017 | $316,000 | +6.8% | 11,303 | +2.7% | 0.08% | +1.2% |
| Q3 2017 | $296,000 | +20.8% | 11,005 | +11.7% | 0.08% | +14.3% |
| Q2 2017 | $245,000 | – | 9,855 | – | 0.07% | – |
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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% |