SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $298,844 | -2.8% | 12,483 | 0.0% | 0.08% | -1.2% |
| Q2 2023 | $307,457 | +0.4% | 12,483 | 0.0% | 0.08% | -4.7% |
| Q1 2023 | $306,084 | +12.7% | 12,483 | +8.7% | 0.08% | 0.0% |
| Q4 2022 | $271,709 | +2.1% | 11,479 | -3.4% | 0.08% | -3.4% |
| Q3 2022 | $266,000 | -11.3% | 11,879 | +0.4% | 0.09% | -8.3% |
| Q2 2022 | $300,000 | -8.0% | 11,834 | +1.0% | 0.10% | +4.3% |
| Q1 2022 | $326,000 | +2073.3% | 11,722 | +2239.7% | 0.09% | +2200.0% |
| Q3 2021 | $15,000 | -6.2% | 501 | 0.0% | 0.00% | -20.0% |
| Q2 2021 | $16,000 | +23.1% | 501 | +18.2% | 0.01% | +25.0% |
| Q1 2021 | $13,000 | 0.0% | 424 | 0.0% | 0.00% | -20.0% |
| Q4 2020 | $13,000 | +18.2% | 424 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $11,000 | +10.0% | 424 | 0.0% | 0.01% | +20.0% |
| Q2 2020 | $10,000 | +11.1% | 424 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $9,000 | -57.1% | 424 | -44.4% | 0.01% | -40.0% |
| Q4 2019 | $21,000 | +10.5% | 762 | 0.0% | 0.01% | +11.1% |
| Q3 2019 | $19,000 | -5.0% | 762 | 0.0% | 0.01% | -10.0% |
| Q2 2019 | $20,000 | 0.0% | 762 | -3.1% | 0.01% | 0.0% |
| Q1 2019 | $20,000 | +11.1% | 786 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $18,000 | -33.3% | 786 | -23.9% | 0.01% | -28.6% |
| Q3 2018 | $27,000 | -3.6% | 1,033 | -5.1% | 0.01% | -12.5% |
| Q2 2018 | $28,000 | +33.3% | 1,088 | +48.0% | 0.02% | -30.4% |
| Q1 2018 | $21,000 | +950.0% | 735 | +764.7% | 0.02% | +1050.0% |
| Q1 2016 | $2,000 | -100.0% | 85 | -100.0% | 0.00% | -99.9% |
| Q3 2015 | $4,870,000 | -10.8% | 240,837 | +8.4% | 2.40% | -7.5% |
| Q2 2015 | $5,460,000 | +0.3% | 222,132 | -0.6% | 2.59% | -1.2% |
| Q1 2015 | $5,443,000 | +8.2% | 223,437 | +6.3% | 2.62% | -5.4% |
| Q4 2014 | $5,029,000 | – | 210,253 | – | 2.77% | – |
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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% |