SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 682 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,344,049 | -3.4% | 766,251 | -0.6% | 0.43% | -1.1% |
| Q2 2023 | $18,991,602 | +0.1% | 771,076 | -0.4% | 0.44% | -8.8% |
| Q1 2023 | $18,981,398 | -1.5% | 774,119 | -4.9% | 0.48% | -16.4% |
| Q4 2022 | $19,262,480 | +7.9% | 813,793 | +2.1% | 0.57% | -7.4% |
| Q3 2022 | $17,859,000 | -8.9% | 797,296 | +3.3% | 0.62% | -10.8% |
| Q2 2022 | $19,593,000 | -8.6% | 771,995 | +0.0% | 0.69% | +3.3% |
| Q1 2022 | $21,434,000 | -26.4% | 771,853 | -21.5% | 0.67% | -22.9% |
| Q4 2021 | $29,120,000 | +14.8% | 983,112 | +18.2% | 0.87% | +1.3% |
| Q3 2021 | $25,358,000 | -7.8% | 831,956 | -0.5% | 0.86% | -9.6% |
| Q2 2021 | $27,500,000 | +1.5% | 836,363 | -1.9% | 0.95% | -5.5% |
| Q1 2021 | $27,086,000 | +2.3% | 852,292 | -1.3% | 1.00% | -4.2% |
| Q4 2020 | $26,469,000 | +12.0% | 863,588 | -2.2% | 1.05% | +0.4% |
| Q3 2020 | $23,634,000 | +9.0% | 883,184 | -0.8% | 1.04% | +0.8% |
| Q2 2020 | $21,676,000 | +66.8% | 890,174 | +41.7% | 1.04% | +37.2% |
| Q1 2020 | $12,994,000 | – | 628,022 | – | 0.76% | – |
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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% |