BENJAMIN F. EDWARDS & COMPANY, INC. - SCHWAB STRATEGIC TR ownership

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
BENJAMIN F. EDWARDS & COMPANY, INC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$15,320
+0.7%
639,924
+3.7%
0.59%
+1.7%
Q2 2023$15,206
+2.6%
617,384
+2.2%
0.58%
-6.8%
Q1 2023$14,815
+2432.5%
604,204
+2343.0%
0.62%
+2284.6%
Q4 2022$585
-100.0%
24,732
-95.0%
0.03%
-95.3%
Q3 2022$11,086,000
-9.2%
494,931
+2.8%
0.56%
-5.8%
Q2 2022$12,215,000
+8.2%
481,296
+18.3%
0.59%
+17.1%
Q1 2022$11,294,000
-1.2%
406,689
+5.3%
0.50%
-1.0%
Q4 2021$11,435,000
+7.0%
386,056
+10.1%
0.51%
-5.4%
Q3 2021$10,688,000
+2.0%
350,668
+10.0%
0.54%
+0.7%
Q2 2021$10,480,000
+425.1%
318,745
+407.4%
0.53%
+399.1%
Q1 2021$1,996,000
+29.1%
62,815
+24.6%
0.11%
+16.3%
Q4 2020$1,546,000
+17.3%
50,424
+2.4%
0.09%
+4.5%
Q3 2020$1,318,000
+7.2%
49,254
-2.4%
0.09%
-1.1%
Q2 2020$1,229,000
+45.8%
50,489
+23.9%
0.09%
+23.6%
Q1 2020$843,000
-16.7%
40,753
+10.3%
0.07%
+1.4%
Q4 2019$1,012,000
+15.8%
36,960
+6.3%
0.07%
+4.4%
Q3 2019$874,000
+7.8%
34,765
+12.5%
0.07%0.0%
Q2 2019$811,000
+17.5%
30,892
+16.4%
0.07%
+7.9%
Q1 2019$690,000
+31.9%
26,546
+19.5%
0.06%
+16.7%
Q4 2018$523,000
+11.5%
22,223
+21.8%
0.05%
+22.7%
Q3 2018$469,000
+33.6%
18,241
+34.5%
0.04%
+25.7%
Q2 2018$351,000
+10.4%
13,565
+22.5%
0.04%
+9.4%
Q1 2018$318,000
+112.0%
11,072
+106.0%
0.03%
+100.0%
Q4 2017$150,000
+400.0%
5,375
+382.5%
0.02%
+300.0%
Q3 2017$30,0001,1140.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 1,097,098$26,264,53120.43%
Red Tortoise LLC 403,032$9,648,5926.46%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 919,736$21,996,3726.36%
Heartwood Wealth Advisors LLC 1,779,025$42,589,8596.28%
Bishop & Co Investment Management, LLC 0$137,0086.15%
Upper Left Wealth Management, LLC 210,113$5,030,1065.23%
BlueSky Wealth Advisors, LLC 967,612$23,164,6204.74%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 448,428$10,735,3764.32%
Rainsberger Wealth Advisors, Inc. 293,900$7,035,9734.32%
Consilium Wealth Advisory, LLC 257,197$6,157,3074.31%
View complete list of SCHWAB STRATEGIC TR shareholders