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 | $20,176,273 | +3.3% | 842,785 | +6.3% | 0.33% | +4.4% |
| Q2 2023 | $19,523,355 | +0.2% | 792,666 | -0.3% | 0.32% | -4.5% |
| Q1 2023 | $19,487,372 | +5.9% | 794,754 | +2.2% | 0.33% | -0.3% |
| Q4 2022 | $18,403,171 | +28.1% | 777,489 | +21.2% | 0.34% | +11.7% |
| Q3 2022 | $14,369,000 | -7.7% | 641,468 | +4.6% | 0.30% | -7.7% |
| Q2 2022 | $15,565,000 | +40.3% | 613,260 | +53.5% | 0.32% | +30.0% |
| Q1 2022 | $11,094,000 | +5.2% | 399,493 | +12.2% | 0.25% | +7.3% |
| Q4 2021 | $10,550,000 | +2.7% | 356,182 | +5.7% | 0.23% | +9.4% |
| Q3 2021 | $10,268,000 | -6.0% | 336,861 | +1.4% | 0.21% | -25.8% |
| Q2 2021 | $10,922,000 | +8.5% | 332,168 | +4.8% | 0.29% | +20.1% |
| Q1 2021 | $10,071,000 | +18.0% | 316,892 | +13.8% | 0.24% | -5.9% |
| Q4 2020 | $8,538,000 | +0.8% | 278,557 | -32.0% | 0.25% | -28.5% |
| Q1 2020 | $8,472,000 | – | 409,480 | – | 0.36% | – |
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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% |