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 | $2,345,143 | -53.1% | 97,959 | -51.8% | 0.10% | -3.1% |
| Q2 2023 | $5,002,538 | +108.8% | 203,108 | +107.8% | 0.10% | -27.9% |
| Q1 2023 | $2,396,107 | +30.9% | 97,721 | +26.3% | 0.14% | +138.6% |
| Q4 2022 | $1,830,803 | +16.2% | 77,347 | +10.0% | 0.06% | -58.1% |
| Q3 2022 | $1,575,000 | -4.1% | 70,294 | +8.7% | 0.14% | -0.7% |
| Q2 2022 | $1,642,000 | -14.0% | 64,694 | -5.9% | 0.14% | +1.5% |
| Q1 2022 | $1,909,000 | +3.9% | 68,736 | +10.8% | 0.14% | +3.1% |
| Q4 2021 | $1,837,000 | +17.7% | 62,014 | +21.1% | 0.13% | -3.0% |
| Q3 2021 | $1,561,000 | -0.2% | 51,212 | +7.7% | 0.14% | -2.9% |
| Q2 2021 | $1,564,000 | +17.7% | 47,558 | +13.8% | 0.14% | +2.2% |
| Q1 2021 | $1,329,000 | +11.7% | 41,804 | +7.7% | 0.14% | -1.4% |
| Q4 2020 | $1,190,000 | +23.6% | 38,827 | +7.9% | 0.14% | +2.2% |
| Q3 2020 | $963,000 | +16.3% | 35,986 | +5.8% | 0.14% | +3.1% |
| Q2 2020 | $828,000 | +16.5% | 34,020 | +2.5% | 0.13% | -0.8% |
| Q1 2020 | $711,000 | -25.8% | 33,183 | -4.9% | 0.13% | -32.7% |
| Q4 2019 | $958,000 | +267.0% | 34,908 | +245.7% | 0.20% | +151.3% |
| Q2 2018 | $261,000 | +30.5% | 10,098 | +45.2% | 0.08% | +5.4% |
| Q1 2018 | $200,000 | +13.6% | 6,956 | +10.7% | 0.07% | +12.1% |
| Q4 2017 | $176,000 | -35.1% | 6,286 | -37.5% | 0.07% | -25.0% |
| Q3 2017 | $271,000 | +9.3% | 10,062 | +1.0% | 0.09% | +63.0% |
| Q2 2017 | $248,000 | +13.2% | 9,967 | +9.0% | 0.05% | +17.4% |
| Q1 2017 | $219,000 | -3.5% | 9,141 | -5.3% | 0.05% | -8.0% |
| Q4 2016 | $227,000 | +10.7% | 9,650 | +8.6% | 0.05% | -5.7% |
| Q3 2016 | $205,000 | -6.8% | 8,888 | -14.1% | 0.05% | -8.6% |
| Q2 2016 | $220,000 | +3.3% | 10,350 | -7.5% | 0.06% | -13.4% |
| Q1 2016 | $213,000 | -16.1% | 11,187 | -14.0% | 0.07% | -4.3% |
| Q4 2015 | $254,000 | -8.6% | 13,010 | -5.3% | 0.07% | -14.6% |
| Q3 2015 | $278,000 | -10.6% | 13,745 | +8.5% | 0.08% | 0.0% |
| Q2 2015 | $311,000 | +19.2% | 12,671 | +23.3% | 0.08% | +5.1% |
| Q3 2014 | $261,000 | +12.5% | 10,276 | +15.5% | 0.08% | +18.2% |
| Q2 2014 | $232,000 | -85.3% | 8,896 | -87.3% | 0.07% | -51.5% |
| Q3 2011 | $1,575,000 | – | 70,294 | – | 0.14% | – |
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% |