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 | $358,597 | -7.3% | 14,979 | -4.6% | 0.07% | -5.6% |
| Q2 2023 | $386,691 | +1.2% | 15,700 | +0.7% | 0.07% | -4.0% |
| Q1 2023 | $382,291 | -6.1% | 15,591 | -9.4% | 0.08% | -14.8% |
| Q4 2022 | $407,266 | +18.0% | 17,206 | +11.7% | 0.09% | +7.3% |
| Q3 2022 | $345,000 | -17.7% | 15,403 | -6.6% | 0.08% | -16.3% |
| Q2 2022 | $419,000 | -6.3% | 16,495 | +2.4% | 0.10% | +8.9% |
| Q1 2022 | $447,000 | -0.7% | 16,101 | +6.0% | 0.09% | +3.4% |
| Q4 2021 | $450,000 | -3.8% | 15,192 | -1.1% | 0.09% | -2.2% |
| Q3 2021 | $468,000 | -7.1% | 15,364 | +0.2% | 0.09% | -11.0% |
| Q2 2021 | $504,000 | +37.0% | 15,326 | +32.5% | 0.10% | -24.2% |
| Q1 2021 | $368,000 | -0.8% | 11,567 | -4.4% | 0.13% | +3.9% |
| Q4 2020 | $371,000 | +14.5% | 12,104 | -0.1% | 0.13% | -3.8% |
| Q3 2020 | $324,000 | +9.8% | 12,112 | -0.1% | 0.13% | +0.8% |
| Q2 2020 | $295,000 | +36.6% | 12,128 | +53.6% | 0.13% | +23.6% |
| Q4 2019 | $216,000 | -2.3% | 7,896 | -6.4% | 0.11% | -0.9% |
| Q2 2019 | $221,000 | +1.4% | 8,436 | +0.8% | 0.11% | -3.6% |
| Q1 2019 | $218,000 | +6.3% | 8,371 | +5.0% | 0.11% | +19.4% |
| Q3 2018 | $205,000 | +1.0% | 7,976 | +1.7% | 0.09% | -6.1% |
| Q2 2018 | $203,000 | -9.4% | 7,842 | +0.6% | 0.10% | -14.7% |
| Q1 2018 | $224,000 | +0.4% | 7,794 | -2.6% | 0.12% | -0.9% |
| Q4 2017 | $223,000 | +1.8% | 7,999 | -1.8% | 0.12% | -7.1% |
| Q3 2017 | $219,000 | -34.8% | 8,147 | -39.7% | 0.13% | -37.9% |
| Q2 2017 | $336,000 | +67.2% | 13,506 | +61.3% | 0.20% | +38.1% |
| Q1 2017 | $201,000 | -8.6% | 8,374 | -18.8% | 0.15% | -9.8% |
| Q2 2016 | $220,000 | 0.0% | 10,319 | -2.8% | 0.16% | +1.2% |
| Q1 2016 | $220,000 | -17.0% | 10,614 | -22.0% | 0.16% | -21.8% |
| Q4 2015 | $265,000 | +10.0% | 13,602 | +14.1% | 0.21% | +3.0% |
| Q3 2015 | $241,000 | – | 11,917 | – | 0.20% | – |
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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% |