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 | $131,311 | -1.9% | 5,485 | +1.0% | 0.23% | +1.8% |
| Q2 2023 | $133,790 | +5.9% | 5,432 | +5.5% | 0.22% | +1.4% |
| Q1 2023 | $126,278 | +113664.0% | 5,150 | +9.5% | 0.22% | +2.8% |
| Q4 2022 | $111 | -99.9% | 4,704 | +0.4% | 0.22% | -2.7% |
| Q3 2022 | $105,000 | -11.8% | 4,686 | +0.0% | 0.22% | -16.0% |
| Q2 2022 | $119,000 | -9.8% | 4,685 | -1.2% | 0.26% | +1.5% |
| Q1 2022 | $132,000 | -13.7% | 4,740 | -8.4% | 0.26% | +10.7% |
| Q4 2021 | $153,000 | -3.2% | 5,174 | +0.1% | 0.23% | -8.6% |
| Q3 2021 | $158,000 | -6.0% | 5,169 | +1.1% | 0.26% | -8.9% |
| Q2 2021 | $168,000 | +3.1% | 5,115 | 0.0% | 0.28% | -4.7% |
| Q1 2021 | $163,000 | +3.8% | 5,115 | -0.2% | 0.30% | +3.9% |
| Q4 2020 | $157,000 | +13.8% | 5,123 | -0.3% | 0.28% | +1.4% |
| Q3 2020 | $138,000 | +10.4% | 5,139 | 0.0% | 0.28% | +4.5% |
| Q2 2020 | $125,000 | -39.0% | 5,139 | -48.0% | 0.27% | -46.3% |
| Q1 2020 | $205,000 | -24.4% | 9,892 | -0.1% | 0.50% | -10.9% |
| Q4 2019 | $271,000 | +12.4% | 9,898 | +3.2% | 0.56% | +8.3% |
| Q3 2019 | $241,000 | -4.0% | 9,590 | +0.1% | 0.52% | +25.8% |
| Q2 2019 | $251,000 | +5.9% | 9,577 | +5.1% | 0.41% | +11.1% |
| Q1 2019 | $237,000 | +58.0% | 9,114 | +43.1% | 0.37% | +52.9% |
| Q4 2018 | $150,000 | +4.2% | 6,370 | +13.5% | 0.24% | +16.3% |
| Q3 2018 | $144,000 | +5.9% | 5,611 | +18.5% | 0.21% | +133.7% |
| Q2 2018 | $136,000 | 0.0% | 4,735 | 0.0% | 0.09% | 0.0% |
| Q1 2018 | $136,000 | +2.3% | 4,735 | -0.4% | 0.09% | +1.1% |
| Q4 2017 | $133,000 | +3.9% | 4,755 | 0.0% | 0.09% | +1.1% |
| Q3 2017 | $128,000 | +7.6% | 4,755 | 0.0% | 0.09% | -4.4% |
| Q2 2017 | $119,000 | – | 4,755 | – | 0.09% | – |
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% |