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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,633 | -19.6% | 12,516 | -17.3% | 0.02% | -20.7% |
| Q2 2023 | $372,800 | +0.4% | 15,136 | 0.0% | 0.03% | -6.5% |
| Q1 2023 | $371,135 | +3.5% | 15,136 | -0.1% | 0.03% | -3.1% |
| Q4 2022 | $358,648 | +118.7% | 15,152 | +106.9% | 0.03% | +88.2% |
| Q3 2022 | $164,000 | +60.8% | 7,322 | +98.5% | 0.02% | +88.9% |
| Q1 2022 | $102,000 | -6.4% | 3,688 | 0.0% | 0.01% | -10.0% |
| Q4 2021 | $109,000 | -2.7% | 3,688 | 0.0% | 0.01% | -23.1% |
| Q3 2021 | $112,000 | -7.4% | 3,688 | 0.0% | 0.01% | +8.3% |
| Q2 2021 | $121,000 | +12.0% | 3,688 | +8.3% | 0.01% | +9.1% |
| Q1 2021 | $108,000 | +0.9% | 3,405 | -2.2% | 0.01% | -8.3% |
| Q4 2020 | $107,000 | -9.3% | 3,481 | -19.1% | 0.01% | -25.0% |
| Q4 2019 | $118,000 | +9.3% | 4,304 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $108,000 | +4.9% | 4,304 | +9.1% | 0.02% | 0.0% |
| Q2 2019 | $103,000 | -13.4% | 3,944 | -13.5% | 0.02% | -15.8% |
| Q1 2019 | $119,000 | +5.3% | 4,559 | -5.2% | 0.02% | -5.0% |
| Q4 2018 | $113,000 | – | 4,808 | – | 0.02% | – |
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% |