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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $2,369,000 | -3.5% | 94,255 | +0.7% | 1.03% | -6.6% |
| Q2 2019 | $2,456,000 | +6.2% | 93,603 | +5.3% | 1.10% | +4.5% |
| Q1 2019 | $2,313,000 | +36.0% | 88,920 | +23.0% | 1.06% | +3.5% |
| Q4 2018 | $1,701,000 | -23.2% | 72,272 | -16.1% | 1.02% | -18.9% |
| Q3 2018 | $2,214,000 | -54.6% | 86,131 | -54.3% | 1.26% | -49.0% |
| Q2 2018 | $4,881,000 | -7.8% | 188,522 | +2.2% | 2.47% | -11.9% |
| Q1 2018 | $5,294,000 | +8.5% | 184,462 | +5.6% | 2.80% | +12.4% |
| Q4 2017 | $4,880,000 | +4.3% | 174,661 | +0.5% | 2.49% | -2.0% |
| Q3 2017 | $4,678,000 | -11.3% | 173,854 | -18.1% | 2.55% | -17.9% |
| Q2 2017 | $5,273,000 | +9.0% | 212,196 | +5.2% | 3.10% | +0.6% |
| Q1 2017 | $4,837,000 | +226.6% | 201,775 | +193.8% | 3.08% | +186.9% |
| Q4 2016 | $1,481,000 | – | 68,675 | – | 1.08% | – |
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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% |