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 | $3 | 0.0% | 110 | 0.0% | 0.00% | – |
| Q4 2022 | $3 | -99.8% | 110 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | -95.7% | 110 | -94.1% | 0.00% | -100.0% |
| Q2 2022 | $47,000 | -68.5% | 1,849 | -65.6% | 0.00% | -63.6% |
| Q1 2022 | $149,000 | -22.4% | 5,373 | -16.9% | 0.01% | -15.4% |
| Q4 2021 | $192,000 | +668.0% | 6,465 | +582.7% | 0.01% | +333.3% |
| Q3 2020 | $25,000 | +1150.0% | 947 | +1014.1% | 0.00% | – |
| Q2 2020 | $2,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | -98.4% | 85 | -98.3% | 0.00% | -100.0% |
| Q3 2019 | $125,000 | +1983.3% | 4,983 | +2165.0% | 0.02% | +1500.0% |
| Q1 2019 | $6,000 | -68.4% | 220 | -70.8% | 0.00% | -66.7% |
| Q3 2018 | $19,000 | -75.6% | 753 | -81.2% | 0.00% | -81.2% |
| Q4 2015 | $78,000 | -60.4% | 4,015 | -49.8% | 0.02% | -55.6% |
| Q2 2015 | $197,000 | -22.4% | 8,000 | -23.3% | 0.04% | -25.0% |
| Q1 2015 | $254,000 | -94.6% | 10,430 | -94.7% | 0.05% | -94.9% |
| Q4 2014 | $4,745,000 | -77.8% | 198,535 | -76.4% | 0.94% | -79.7% |
| Q3 2014 | $21,348,000 | +4.4% | 840,453 | +7.0% | 4.62% | +1.9% |
| Q2 2014 | $20,446,000 | +13.5% | 785,463 | +6.1% | 4.54% | +6.6% |
| Q1 2014 | $18,014,000 | +2.4% | 740,398 | +3.5% | 4.25% | -1.0% |
| Q4 2013 | $17,590,000 | +9.7% | 715,043 | +9.6% | 4.30% | -5.3% |
| Q3 2013 | $16,041,000 | +11.1% | 652,333 | +5.5% | 4.54% | +5.6% |
| Q2 2013 | $14,437,000 | – | 618,303 | – | 4.30% | – |
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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% |