SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 706 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,168 | -72.8% | 299,434 | -72.0% | 0.15% | -77.4% |
| Q2 2023 | $26,367 | +129.1% | 1,070,524 | +128.1% | 0.65% | +243.6% |
| Q1 2023 | $11,509 | +1080.4% | 469,370 | +1039.8% | 0.19% | +623.1% |
| Q4 2022 | $975 | -99.8% | 41,180 | +80.7% | 0.03% | +85.7% |
| Q2 2022 | $578,000 | -8.7% | 22,789 | 0.0% | 0.01% | -17.6% |
| Q1 2022 | $633,000 | -61.3% | 22,789 | -57.6% | 0.02% | -76.1% |
| Q3 2021 | $1,637,000 | +54.7% | 53,695 | +66.9% | 0.07% | +115.2% |
| Q2 2021 | $1,058,000 | +41.6% | 32,180 | +32.1% | 0.03% | +26.9% |
| Q4 2020 | $747,000 | -90.4% | 24,366 | -93.5% | 0.03% | -90.9% |
| Q1 2020 | $7,776,000 | +447.6% | 375,815 | +624.3% | 0.29% | +420.0% |
| Q4 2019 | $1,420,000 | -73.0% | 51,885 | -74.4% | 0.06% | -58.3% |
| Q1 2019 | $5,262,000 | – | 202,303 | – | 0.13% | – |
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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% |