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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $280,000 | +25.6% | 10,230 | +15.1% | 0.08% | +14.7% |
| Q3 2019 | $223,000 | +2.8% | 8,888 | +7.5% | 0.07% | +4.6% |
| Q2 2019 | $217,000 | +5.9% | 8,266 | +5.1% | 0.06% | +1.6% |
| Q1 2019 | $205,000 | -0.5% | 7,868 | +9.7% | 0.06% | -5.9% |
| Q1 2018 | $206,000 | -8.4% | 7,174 | -10.8% | 0.07% | -8.1% |
| Q4 2017 | $225,000 | +10.3% | 8,041 | +6.2% | 0.07% | +4.2% |
| Q3 2017 | $204,000 | +0.5% | 7,570 | -7.4% | 0.07% | -6.6% |
| Q2 2017 | $203,000 | +0.5% | 8,172 | -3.0% | 0.08% | -5.0% |
| Q1 2017 | $202,000 | -5.2% | 8,428 | -9.2% | 0.08% | -19.2% |
| Q3 2016 | $213,000 | – | 9,278 | – | 0.10% | – |
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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% |