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 | $23,437 | +574.8% | 979 | +594.3% | 0.00% | – |
| Q2 2023 | $3,473 | +2345.8% | 141 | +2250.0% | 0.00% | – |
| Q4 2022 | $142 | -92.9% | 6 | -92.0% | 0.00% | – |
| Q1 2022 | $2,000 | +100.0% | 75 | +114.3% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | -66.7% | 35 | -74.6% | 0.00% | – |
| Q1 2020 | $3,000 | -99.5% | 138 | -99.4% | 0.00% | -100.0% |
| Q4 2019 | $608,000 | +12.8% | 22,206 | +3.6% | 0.03% | +3.8% |
| Q3 2019 | $539,000 | -7.7% | 21,431 | -3.8% | 0.03% | -13.3% |
| Q2 2019 | $584,000 | +81.9% | 22,266 | +80.6% | 0.03% | +42.9% |
| Q1 2019 | $321,000 | -33.7% | 12,330 | -40.1% | 0.02% | -27.6% |
| Q4 2018 | $484,000 | -3.0% | 20,585 | +6.0% | 0.03% | +11.5% |
| Q3 2018 | $499,000 | +3.5% | 19,428 | +4.4% | 0.03% | 0.0% |
| Q2 2018 | $482,000 | +15.9% | 18,616 | +28.4% | 0.03% | +13.0% |
| Q1 2018 | $416,000 | +7.8% | 14,495 | +5.0% | 0.02% | +4.5% |
| Q4 2017 | $386,000 | +1.8% | 13,808 | -2.0% | 0.02% | -8.3% |
| Q3 2017 | $379,000 | +9.5% | 14,090 | +1.1% | 0.02% | 0.0% |
| Q2 2017 | $346,000 | +16.1% | 13,930 | +12.0% | 0.02% | +4.3% |
| Q1 2017 | $298,000 | +6.4% | 12,442 | -4.1% | 0.02% | -8.0% |
| Q4 2016 | $280,000 | -10.0% | 12,979 | -3.9% | 0.02% | -19.4% |
| Q3 2016 | $311,000 | +8.7% | 13,501 | +0.5% | 0.03% | 0.0% |
| Q2 2016 | $286,000 | +3.2% | 13,432 | +0.9% | 0.03% | -8.8% |
| Q1 2016 | $277,000 | +118.1% | 13,317 | +103.9% | 0.03% | +100.0% |
| Q4 2015 | $127,000 | – | 6,531 | – | 0.02% | – |
Download | ||||||
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% |