SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $4,962,097 | -22.7% | 202,369 | -25.4% | 0.00% | – |
Q4 2022 | $6,421,610 | +2.1% | 271,297 | -3.4% | 0.00% | – |
Q3 2022 | $6,290,000 | -15.5% | 280,783 | -4.3% | 0.00% | – |
Q2 2022 | $7,446,000 | -24.0% | 293,384 | -16.9% | 0.00% | – |
Q1 2022 | $9,802,000 | +5.2% | 352,955 | +12.2% | 0.00% | – |
Q4 2021 | $9,317,000 | +1.5% | 314,564 | +4.5% | 0.00% | – |
Q3 2021 | $9,177,000 | +4.7% | 301,072 | +12.9% | 0.00% | – |
Q2 2021 | $8,769,000 | +2.0% | 266,707 | -1.5% | 0.00% | – |
Q1 2021 | $8,601,000 | -0.8% | 270,634 | -4.4% | 0.00% | – |
Q4 2020 | $8,673,000 | +6.2% | 282,961 | -7.2% | 0.00% | – |
Q3 2020 | $8,164,000 | +2.7% | 305,079 | -6.6% | 0.00% | – |
Q2 2020 | $7,952,000 | +26.1% | 326,579 | +7.1% | 0.00% | – |
Q1 2020 | $6,307,000 | -32.3% | 304,825 | -10.4% | 0.00% | – |
Q4 2019 | $9,317,000 | -5.2% | 340,392 | -13.0% | 0.00% | – |
Q3 2019 | $9,828,000 | -9.7% | 391,082 | -5.7% | 0.00% | – |
Q2 2019 | $10,878,000 | -10.1% | 414,543 | -10.8% | 0.00% | -100.0% |
Q1 2019 | $12,094,000 | -46.2% | 464,964 | -51.3% | 0.00% | 0.0% |
Q4 2018 | $22,481,000 | -10.1% | 955,431 | -1.8% | 0.00% | 0.0% |
Q3 2018 | $25,014,000 | +0.5% | 972,923 | +1.2% | 0.00% | 0.0% |
Q2 2018 | $24,898,000 | -5.4% | 961,687 | +4.8% | 0.00% | 0.0% |
Q1 2018 | $26,333,000 | -2.0% | 917,522 | -4.6% | 0.00% | 0.0% |
Q4 2017 | $26,866,000 | +0.2% | 961,567 | -3.5% | 0.00% | 0.0% |
Q3 2017 | $26,820,000 | +2.1% | 996,658 | -5.8% | 0.00% | 0.0% |
Q2 2017 | $26,281,000 | -1.3% | 1,057,591 | -4.8% | 0.00% | 0.0% |
Q1 2017 | $26,625,000 | +4.7% | 1,110,777 | -5.8% | 0.00% | -97.2% |
Q4 2016 | $25,432,000 | -9.6% | 1,179,577 | -3.4% | 0.04% | -10.0% |
Q3 2016 | $28,144,000 | +5.4% | 1,220,463 | -2.7% | 0.04% | 0.0% |
Q2 2016 | $26,704,000 | +3.8% | 1,254,276 | +1.3% | 0.04% | -2.4% |
Q1 2016 | $25,728,000 | +27.0% | 1,238,694 | +19.3% | 0.04% | +36.7% |
Q4 2015 | $20,251,000 | – | 1,038,004 | – | 0.03% | – |
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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% |