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 | $374,254 | -2.4% | 15,633 | +0.4% | 0.01% | -16.7% |
| Q2 2023 | $383,514 | +68.2% | 15,571 | +52.9% | 0.01% | +50.0% |
| Q3 2022 | $228,000 | -62.7% | 10,183 | -57.8% | 0.00% | -66.7% |
| Q2 2022 | $612,000 | +6.6% | 24,132 | +16.7% | 0.01% | +33.3% |
| Q1 2022 | $574,000 | -7.1% | 20,687 | -0.8% | 0.01% | -10.0% |
| Q4 2021 | $618,000 | -13.7% | 20,859 | -11.2% | 0.01% | -16.7% |
| Q3 2021 | $716,000 | +1.3% | 23,496 | +9.3% | 0.01% | 0.0% |
| Q2 2021 | $707,000 | -16.3% | 21,492 | -19.1% | 0.01% | -33.3% |
| Q1 2021 | $845,000 | +15.3% | 26,577 | +11.2% | 0.02% | +5.9% |
| Q4 2020 | $733,000 | -7.4% | 23,902 | -19.2% | 0.02% | -15.0% |
| Q3 2020 | $792,000 | -2.6% | 29,593 | -11.3% | 0.02% | -13.0% |
| Q2 2020 | $813,000 | -20.7% | 33,370 | -32.6% | 0.02% | -37.8% |
| Q1 2020 | $1,025,000 | -38.3% | 49,541 | -18.4% | 0.04% | -24.5% |
| Q4 2019 | $1,662,000 | – | 60,740 | – | 0.05% | – |
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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% |