SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 682 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $731,008 | -16.0% | 30,535 | -13.5% | 0.00% | 0.0% |
| Q2 2023 | $869,783 | -7.2% | 35,314 | -7.6% | 0.00% | 0.0% |
| Q1 2023 | $937,571 | +50307.0% | 38,237 | -51.4% | 0.00% | -60.0% |
| Q4 2022 | $1,860 | -99.8% | 78,599 | +59.5% | 0.01% | +66.7% |
| Q3 2022 | $1,104,000 | -15.5% | 49,269 | -4.4% | 0.00% | -25.0% |
| Q2 2022 | $1,307,000 | +8.8% | 51,513 | +19.1% | 0.00% | +33.3% |
| Q1 2022 | $1,201,000 | -17.3% | 43,244 | -11.8% | 0.00% | 0.0% |
| Q4 2021 | $1,452,000 | -6.9% | 49,026 | -4.1% | 0.00% | -25.0% |
| Q3 2021 | $1,559,000 | -8.6% | 51,137 | -1.4% | 0.00% | 0.0% |
| Q2 2021 | $1,706,000 | +7.6% | 51,882 | +4.0% | 0.00% | 0.0% |
| Q1 2021 | $1,586,000 | +15.1% | 49,910 | +11.0% | 0.00% | 0.0% |
| Q4 2020 | $1,378,000 | -8.8% | 44,969 | -20.4% | 0.00% | -20.0% |
| Q3 2020 | $1,511,000 | +0.9% | 56,460 | -8.2% | 0.01% | -16.7% |
| Q2 2020 | $1,497,000 | +7.1% | 61,470 | -9.1% | 0.01% | 0.0% |
| Q1 2020 | $1,398,000 | -38.5% | 67,590 | -18.6% | 0.01% | -25.0% |
| Q4 2019 | $2,273,000 | +20.5% | 83,045 | +10.7% | 0.01% | +14.3% |
| Q3 2019 | $1,886,000 | +1.3% | 75,050 | +5.8% | 0.01% | 0.0% |
| Q2 2019 | $1,861,000 | – | 70,934 | – | 0.01% | – |
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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% |