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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $145,798 | -2.8% | 6,090 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $150,000 | +0.6% | 6,090 | +0.2% | 0.02% | -4.5% |
| Q1 2023 | $149,102 | +215.5% | 6,080 | +204.5% | 0.02% | +175.0% |
| Q4 2022 | $47,265 | +7.4% | 1,997 | +2.3% | 0.01% | -11.1% |
| Q3 2022 | $44,000 | -12.0% | 1,953 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $50,000 | -3.8% | 1,953 | +3.7% | 0.01% | 0.0% |
| Q1 2022 | $52,000 | -5.5% | 1,883 | +1.8% | 0.01% | -9.1% |
| Q4 2021 | $55,000 | 0.0% | 1,849 | +2.0% | 0.01% | -8.3% |
| Q3 2021 | $55,000 | -15.4% | 1,813 | -8.2% | 0.01% | -14.3% |
| Q2 2021 | $65,000 | +4.8% | 1,976 | +0.5% | 0.01% | 0.0% |
| Q1 2021 | $62,000 | +3.3% | 1,966 | 0.0% | 0.01% | -6.7% |
| Q4 2020 | $60,000 | +15.4% | 1,966 | +1.5% | 0.02% | -6.2% |
| Q3 2020 | $52,000 | +10.6% | 1,937 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $47,000 | -4.1% | 1,937 | -18.0% | 0.02% | -20.0% |
| Q1 2020 | $49,000 | -70.1% | 2,361 | -60.6% | 0.02% | -75.9% |
| Q4 2019 | $164,000 | – | 5,995 | – | 0.08% | – |
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% |