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 | ||||
---|---|---|---|---|---|---|
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 | $30,000 | – | 1,114 | – | 0.00% | – |
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% |