SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 579 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $204,802 | +0.5% | 8,315 | 0.0% | 0.02% | -5.0% |
| Q1 2023 | $203,875 | -15.0% | 8,315 | -17.9% | 0.02% | -23.1% |
| Q4 2022 | $239,816 | -85.0% | 10,132 | -85.8% | 0.03% | -85.3% |
| Q3 2022 | $1,594,000 | -20.5% | 71,147 | -9.9% | 0.18% | -16.1% |
| Q2 2022 | $2,005,000 | -11.7% | 79,003 | -3.3% | 0.21% | +5.5% |
| Q1 2022 | $2,270,000 | -2.9% | 81,735 | +3.5% | 0.20% | +8.1% |
| Q4 2021 | $2,338,000 | +1.9% | 78,946 | +4.8% | 0.18% | -6.6% |
| Q3 2021 | $2,295,000 | +0.2% | 75,311 | +8.1% | 0.20% | +1.5% |
| Q2 2021 | $2,291,000 | +9.0% | 69,689 | +6.9% | 0.20% | +7.1% |
| Q1 2021 | $2,102,000 | +19.8% | 65,200 | +14.0% | 0.18% | +9.0% |
| Q4 2020 | $1,754,000 | +24.0% | 57,217 | +8.2% | 0.17% | +8.4% |
| Q3 2020 | $1,415,000 | – | 52,894 | – | 0.15% | – |
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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% |