SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 665 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $764,455 | -2.8% | 31,932 | 0.0% | 0.16% | +2.5% |
| Q2 2023 | $786,488 | +4.1% | 31,932 | +0.1% | 0.16% | +2.6% |
| Q1 2023 | $755,348 | 0.0% | 31,912 | 0.0% | 0.16% | 0.0% |
| Q4 2022 | $755,348 | -6.7% | 31,912 | -11.8% | 0.16% | -19.7% |
| Q3 2022 | $810,000 | -11.8% | 36,169 | 0.0% | 0.19% | -7.7% |
| Q2 2022 | $918,000 | +33.0% | 36,169 | +45.5% | 0.21% | +37.5% |
| Q1 2022 | $690,000 | -35.6% | 24,854 | -31.3% | 0.15% | -35.3% |
| Q4 2021 | $1,071,000 | -0.9% | 36,169 | +2.0% | 0.24% | -3.3% |
| Q3 2021 | $1,081,000 | -7.6% | 35,467 | -0.3% | 0.24% | -9.7% |
| Q2 2021 | $1,170,000 | +2.7% | 35,587 | -0.7% | 0.27% | -12.7% |
| Q1 2021 | $1,139,000 | -3.3% | 35,841 | -6.8% | 0.31% | -14.0% |
| Q4 2020 | $1,178,000 | +14.4% | 38,436 | -0.2% | 0.36% | +3.5% |
| Q3 2020 | $1,030,000 | +9.9% | 38,499 | 0.0% | 0.35% | +5.2% |
| Q2 2020 | $937,000 | +10.1% | 38,499 | -6.4% | 0.33% | +0.9% |
| Q1 2020 | $851,000 | -29.6% | 41,133 | -6.9% | 0.33% | -10.7% |
| Q4 2019 | $1,209,000 | +9.1% | 44,161 | +0.2% | 0.36% | +4.9% |
| Q3 2019 | $1,108,000 | -3.7% | 44,079 | +0.5% | 0.35% | -4.7% |
| Q2 2019 | $1,150,000 | +4.7% | 43,844 | +3.9% | 0.36% | +4.6% |
| Q1 2019 | $1,098,000 | +10.6% | 42,201 | 0.0% | 0.35% | -1.4% |
| Q4 2018 | $993,000 | – | 42,201 | – | 0.35% | – |
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% |