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 2021 | $1,686,000 | +9.6% | 53,037 | +5.6% | 0.08% | -16.1% |
| Q4 2020 | $1,539,000 | +14.4% | 50,217 | -0.1% | 0.09% | +4.5% |
| Q3 2020 | $1,345,000 | +5.2% | 50,278 | -4.3% | 0.09% | 0.0% |
| Q2 2020 | $1,279,000 | +19.2% | 52,544 | +1.4% | 0.09% | -13.6% |
| Q1 2020 | $1,073,000 | -27.5% | 51,840 | -4.1% | 0.10% | +3.0% |
| Q4 2019 | $1,480,000 | +11.6% | 54,063 | +2.5% | 0.10% | +8.7% |
| Q3 2019 | $1,326,000 | -3.6% | 52,751 | +0.7% | 0.09% | -3.2% |
| Q2 2019 | $1,375,000 | -0.9% | 52,382 | -1.7% | 0.10% | -2.1% |
| Q1 2019 | $1,387,000 | +19.1% | 53,311 | +7.7% | 0.10% | +11.5% |
| Q4 2018 | $1,165,000 | +2.9% | 49,502 | +12.4% | 0.09% | +11.5% |
| Q3 2018 | $1,132,000 | +2.4% | 44,036 | +3.1% | 0.08% | +16.4% |
| Q2 2018 | $1,106,000 | -10.2% | 42,706 | -0.4% | 0.07% | -8.2% |
| Q1 2018 | $1,231,000 | -3.1% | 42,887 | -5.6% | 0.07% | -1.4% |
| Q4 2017 | $1,270,000 | +11.2% | 45,453 | +7.1% | 0.07% | +5.7% |
| Q3 2017 | $1,142,000 | +9.7% | 42,449 | +1.3% | 0.07% | +6.1% |
| Q2 2017 | $1,041,000 | +3.3% | 41,886 | -0.4% | 0.07% | 0.0% |
| Q1 2017 | $1,008,000 | +19.3% | 42,039 | +7.3% | 0.07% | +15.8% |
| Q4 2016 | $845,000 | -1.4% | 39,190 | +5.0% | 0.06% | -20.8% |
| Q3 2016 | $857,000 | – | 37,332 | – | 0.07% | – |
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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% |