SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 22 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,794,030 | -61.9% | 367,337 | -60.8% | 0.04% | -52.2% |
| Q2 2023 | $23,051,987 | +50.0% | 935,928 | +49.3% | 0.09% | +150.0% |
| Q1 2023 | $15,370,227 | +5.2% | 626,940 | +1.6% | 0.04% | -61.7% |
| Q4 2022 | $14,606,792 | +58.9% | 617,105 | +50.4% | 0.09% | -14.5% |
| Q3 2022 | $9,192,000 | -33.5% | 410,377 | -24.7% | 0.11% | -28.1% |
| Q2 2022 | $13,823,000 | +6.0% | 544,890 | +16.0% | 0.15% | -24.6% |
| Q1 2022 | $13,045,000 | -11.4% | 469,744 | -5.5% | 0.20% | -9.4% |
| Q4 2021 | $14,726,000 | -6.2% | 497,162 | -3.4% | 0.22% | -35.1% |
| Q3 2021 | $15,692,000 | -9.5% | 514,816 | -2.4% | 0.34% | -9.2% |
| Q2 2021 | $17,342,000 | -2.4% | 527,446 | -5.7% | 0.38% | -10.0% |
| Q1 2021 | $17,770,000 | +4.9% | 559,159 | +1.1% | 0.42% | -22.3% |
| Q4 2020 | $16,947,000 | +34.2% | 552,940 | +17.2% | 0.54% | +4.4% |
| Q3 2020 | $12,630,000 | +12.9% | 471,974 | +2.7% | 0.52% | -15.9% |
| Q2 2020 | $11,189,000 | +35.6% | 459,493 | +15.2% | 0.62% | +18.8% |
| Q1 2020 | $8,251,000 | +1041.2% | 398,800 | +1409.9% | 0.52% | +1305.4% |
| Q4 2019 | $723,000 | +55.8% | 26,413 | +43.1% | 0.04% | +37.0% |
| Q3 2019 | $464,000 | -3.5% | 18,463 | +0.8% | 0.03% | -10.0% |
| Q2 2019 | $481,000 | +1.1% | 18,314 | -0.0% | 0.03% | -6.2% |
| Q1 2019 | $476,000 | -88.7% | 18,316 | -89.8% | 0.03% | -88.7% |
| Q4 2018 | $4,231,000 | – | 179,811 | – | 0.28% | – |
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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% |