SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 665 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $617,652 | -2.9% | 25,800 | -0.1% | 0.16% | -6.9% |
Q2 2023 | $635,799 | -12.1% | 25,814 | -12.2% | 0.18% | -14.6% |
Q1 2023 | $723,730 | +12.8% | 29,396 | +17.1% | 0.20% | +13.3% |
Q4 2022 | $641,505 | +13.9% | 25,098 | +0.3% | 0.18% | -1.1% |
Q3 2022 | $563,000 | -13.7% | 25,016 | -3.7% | 0.18% | -5.7% |
Q2 2022 | $652,000 | -8.4% | 25,965 | +1.3% | 0.19% | -1.5% |
Q1 2022 | $712,000 | -4.2% | 25,642 | +2.2% | 0.20% | -11.3% |
Q4 2021 | $743,000 | -0.9% | 25,098 | +2.0% | 0.22% | -16.2% |
Q3 2021 | $750,000 | -3.8% | 24,607 | +3.7% | 0.26% | -6.4% |
Q2 2021 | $780,000 | +15.2% | 23,734 | +11.5% | 0.28% | +4.8% |
Q1 2021 | $677,000 | -5.6% | 21,295 | -9.0% | 0.27% | -22.2% |
Q4 2020 | $717,000 | +7.5% | 23,405 | -6.0% | 0.35% | -3.3% |
Q3 2020 | $667,000 | +9.9% | 24,910 | 0.0% | 0.36% | +5.3% |
Q2 2020 | $607,000 | +0.3% | 24,910 | -14.8% | 0.34% | 0.0% |
Q1 2020 | $605,000 | -30.6% | 29,240 | -8.2% | 0.34% | -13.0% |
Q4 2019 | $872,000 | +0.8% | 31,846 | -7.4% | 0.39% | -0.3% |
Q3 2019 | $865,000 | -28.4% | 34,403 | -25.3% | 0.39% | -30.4% |
Q2 2019 | $1,208,000 | -1.0% | 46,050 | -1.8% | 0.56% | -1.9% |
Q1 2019 | $1,220,000 | +18.7% | 46,909 | +7.3% | 0.58% | +10.3% |
Q4 2018 | $1,028,000 | +122.0% | 43,706 | +142.8% | 0.52% | +115.7% |
Q3 2018 | $463,000 | +10.8% | 18,000 | +11.4% | 0.24% | +10.0% |
Q2 2018 | $418,000 | -8.9% | 16,163 | +1.1% | 0.22% | -15.4% |
Q1 2018 | $459,000 | -3.2% | 15,995 | -5.7% | 0.26% | +0.8% |
Q4 2017 | $474,000 | +3.7% | 16,959 | -0.1% | 0.26% | +1.6% |
Q3 2017 | $457,000 | +13.1% | 16,968 | +4.5% | 0.25% | +8.1% |
Q2 2017 | $404,000 | – | 16,239 | – | 0.24% | – |
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% |