SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 665 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,272 | -4.6% | 9,535 | -1.9% | 0.01% | +20.0% |
| Q2 2023 | $239,358 | +17.4% | 9,718 | +16.8% | 0.01% | 0.0% |
| Q1 2023 | $203,959 | -5.2% | 8,318 | -8.5% | 0.01% | -16.7% |
| Q4 2022 | $215,239 | +4.5% | 9,093 | -1.0% | 0.01% | 0.0% |
| Q3 2022 | $206,000 | 0.0% | 9,189 | +24.1% | 0.01% | -14.3% |
| Q1 2022 | $206,000 | -30.4% | 7,402 | -25.8% | 0.01% | -22.2% |
| Q4 2021 | $296,000 | +5.3% | 9,970 | +8.4% | 0.01% | 0.0% |
| Q3 2021 | $281,000 | -5.4% | 9,199 | +1.9% | 0.01% | -10.0% |
| Q2 2021 | $297,000 | +12.9% | 9,027 | +9.4% | 0.01% | +11.1% |
| Q1 2021 | $263,000 | +27.7% | 8,251 | +23.3% | 0.01% | -18.2% |
| Q4 2020 | $206,000 | -10.0% | 6,693 | -19.8% | 0.01% | -42.1% |
| Q4 2019 | $229,000 | +10.6% | 8,347 | +6.2% | 0.02% | -17.4% |
| Q2 2019 | $207,000 | -1.0% | 7,856 | +7.9% | 0.02% | -20.7% |
| Q1 2018 | $209,000 | +354.3% | 7,283 | +278.3% | 0.03% | +2800.0% |
| Q4 2014 | $46,000 | – | 1,925 | – | 0.00% | – |
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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% |