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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $990,191 | -48.7% | 40,383 | -50.5% | 0.02% | -65.5% |
| Q4 2022 | $1,930,360 | +273.4% | 81,553 | +253.2% | 0.06% | +262.5% |
| Q3 2022 | $517,000 | +92.2% | 23,091 | +118.2% | 0.02% | +60.0% |
| Q2 2022 | $269,000 | -36.7% | 10,583 | -30.8% | 0.01% | -33.3% |
| Q1 2022 | $425,000 | +7.1% | 15,300 | +26.8% | 0.02% | +25.0% |
| Q2 2021 | $397,000 | +6.1% | 12,064 | +2.6% | 0.01% | -42.9% |
| Q1 2021 | $374,000 | +23.0% | 11,756 | -5.9% | 0.02% | +200.0% |
| Q2 2020 | $304,000 | +11.4% | 12,487 | +18.4% | 0.01% | +600.0% |
| Q2 2018 | $273,000 | +7.1% | 10,550 | -0.9% | 0.00% | -98.0% |
| Q1 2017 | $255,000 | -29.6% | 10,645 | -36.7% | 0.05% | -58.7% |
| Q4 2016 | $362,000 | +62.3% | 16,810 | +73.5% | 0.12% | +59.2% |
| Q3 2016 | $223,000 | – | 9,690 | – | 0.08% | – |
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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% |