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 2023 | $1,417,820 | +78.3% | 57,193 | +72.2% | 0.13% | +53.6% |
Q3 2023 | $795,018 | -2.0% | 33,209 | +0.8% | 0.08% | -3.4% |
Q2 2023 | $811,580 | +0.7% | 32,951 | +0.3% | 0.09% | -5.4% |
Q1 2023 | $805,727 | -19.4% | 32,860 | -22.2% | 0.09% | -18.6% |
Q4 2022 | $1,000,079 | +100.8% | 42,251 | +90.2% | 0.11% | +59.2% |
Q3 2022 | $498,000 | +11.4% | 22,219 | +26.3% | 0.07% | +18.3% |
Q2 2022 | $447,000 | -8.4% | 17,597 | +0.1% | 0.06% | +3.4% |
Q1 2022 | $488,000 | -6.2% | 17,582 | +0.1% | 0.06% | -4.9% |
Q4 2021 | $520,000 | -0.8% | 17,564 | +2.2% | 0.06% | -11.6% |
Q3 2021 | $524,000 | -7.3% | 17,181 | +0.0% | 0.07% | -9.2% |
Q2 2021 | $565,000 | +4.2% | 17,177 | +0.6% | 0.08% | 0.0% |
Q1 2021 | $542,000 | +3.6% | 17,070 | 0.0% | 0.08% | -2.6% |
Q4 2020 | $523,000 | +16.5% | 17,070 | +1.8% | 0.08% | +4.0% |
Q3 2020 | $449,000 | +0.7% | 16,770 | 0.0% | 0.08% | -1.3% |
Q2 2020 | $446,000 | +29.3% | 16,770 | +0.4% | 0.08% | -2.6% |
Q1 2020 | $345,000 | -24.5% | 16,696 | 0.0% | 0.08% | +1.3% |
Q4 2019 | $457,000 | +10.4% | 16,696 | +1.3% | 0.08% | 0.0% |
Q3 2019 | $414,000 | -3.7% | 16,485 | +0.6% | 0.08% | -9.4% |
Q2 2019 | $430,000 | -4.2% | 16,386 | -5.1% | 0.08% | -11.5% |
Q1 2019 | $449,000 | +10.6% | 17,265 | +0.1% | 0.10% | +5.5% |
Q4 2018 | $406,000 | +3.0% | 17,256 | +4.0% | 0.09% | -4.2% |
Q3 2018 | $394,000 | -8.4% | 16,594 | 0.0% | 0.10% | -14.4% |
Q2 2018 | $430,000 | -9.7% | 16,594 | 0.0% | 0.11% | -5.9% |
Q1 2018 | $476,000 | +0.6% | 16,594 | -2.0% | 0.12% | +2.6% |
Q4 2017 | $473,000 | +1.3% | 16,926 | -2.6% | 0.12% | -18.4% |
Q3 2017 | $467,000 | +15.0% | 17,370 | +6.1% | 0.14% | +13.7% |
Q2 2017 | $406,000 | +3.6% | 16,365 | 0.0% | 0.12% | 0.0% |
Q1 2017 | $392,000 | -21.8% | 16,365 | -29.7% | 0.12% | -25.3% |
Q4 2016 | $501,000 | -11.3% | 23,264 | -5.1% | 0.17% | -17.8% |
Q3 2016 | $565,000 | -29.5% | 24,504 | -34.9% | 0.20% | -32.7% |
Q2 2016 | $801,000 | -8.1% | 37,635 | -10.3% | 0.30% | -12.3% |
Q1 2016 | $872,000 | -89.8% | 41,965 | -90.4% | 0.34% | -89.5% |
Q4 2015 | $8,556,000 | +29.9% | 438,573 | +34.7% | 3.27% | +27.0% |
Q3 2015 | $6,585,000 | – | 325,668 | – | 2.57% | – |
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% |