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 2022 | $203,000 | -25.9% | 9,050 | -16.2% | 0.06% | -21.4% |
| Q2 2022 | $274,000 | -38.0% | 10,794 | -27.7% | 0.07% | -22.2% |
| Q4 2021 | $442,000 | -88.4% | 14,928 | -90.5% | 0.09% | -93.7% |
| Q2 2020 | $3,810,000 | +28.9% | 156,473 | +9.5% | 1.43% | +8.8% |
| Q1 2020 | $2,955,000 | -17.2% | 142,840 | +9.6% | 1.31% | +3.5% |
| Q4 2019 | $3,569,000 | +19.2% | 130,385 | +9.4% | 1.27% | +10.4% |
| Q3 2019 | $2,994,000 | +14.2% | 119,129 | +19.3% | 1.15% | +7.3% |
| Q2 2019 | $2,621,000 | +24.2% | 99,877 | +23.1% | 1.07% | +16.1% |
| Q1 2019 | $2,110,000 | +10.2% | 81,115 | -0.3% | 0.92% | +0.9% |
| Q4 2018 | $1,914,000 | -3.0% | 81,335 | +6.0% | 0.91% | +7.4% |
| Q3 2018 | $1,973,000 | +8.2% | 76,730 | +9.0% | 0.85% | +2.0% |
| Q2 2018 | $1,823,000 | +4.8% | 70,406 | +16.1% | 0.83% | +4.8% |
| Q1 2018 | $1,740,000 | +24.1% | 60,626 | +20.8% | 0.80% | +26.3% |
| Q4 2017 | $1,402,000 | +25.2% | 50,182 | +20.6% | 0.63% | +17.5% |
| Q3 2017 | $1,120,000 | +103.3% | 41,623 | +81.1% | 0.54% | +71.2% |
| Q1 2017 | $551,000 | +48.9% | 22,982 | +34.1% | 0.31% | +39.1% |
| Q4 2016 | $370,000 | 0.0% | 17,139 | +6.8% | 0.22% | -1.7% |
| Q3 2016 | $370,000 | +11.1% | 16,041 | +2.4% | 0.23% | -11.9% |
| Q2 2016 | $333,000 | -6.5% | 15,662 | -8.6% | 0.26% | -8.1% |
| Q1 2016 | $356,000 | +6.6% | 17,137 | +0.2% | 0.28% | +4.8% |
| Q4 2015 | $334,000 | -8.5% | 17,100 | -5.2% | 0.27% | -14.3% |
| Q3 2015 | $365,000 | -15.9% | 18,034 | +2.0% | 0.32% | -14.6% |
| Q2 2015 | $434,000 | +1.4% | 17,673 | +0.5% | 0.37% | +0.8% |
| Q1 2015 | $428,000 | +13.5% | 17,577 | +11.3% | 0.37% | +13.7% |
| Q4 2014 | $377,000 | – | 15,791 | – | 0.32% | – |
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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% |