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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,325,723 | +35.0% | 53,825 | +34.4% | 0.01% | -10.0% |
| Q1 2023 | $981,746 | +23.3% | 40,038 | +12.5% | 0.01% | 0.0% |
| Q3 2022 | $796,000 | -12.7% | 35,575 | -1.1% | 0.01% | -16.7% |
| Q2 2022 | $912,000 | -8.6% | 35,965 | 0.0% | 0.01% | +9.1% |
| Q1 2022 | $998,000 | -6.3% | 35,965 | -0.0% | 0.01% | -8.3% |
| Q4 2021 | $1,065,000 | -2.8% | 35,966 | +0.0% | 0.01% | -20.0% |
| Q3 2021 | $1,096,000 | -7.4% | 35,964 | -0.0% | 0.02% | -6.2% |
| Q2 2021 | $1,183,000 | +3.5% | 35,973 | +0.0% | 0.02% | -20.0% |
| Q1 2021 | $1,143,000 | +9.9% | 35,966 | +5.9% | 0.02% | -9.1% |
| Q4 2020 | $1,040,000 | +80.6% | 33,962 | +57.7% | 0.02% | +46.7% |
| Q3 2020 | $576,000 | +9.3% | 21,542 | -0.4% | 0.02% | -6.2% |
| Q2 2020 | $527,000 | +72.8% | 21,623 | +46.7% | 0.02% | +23.1% |
| Q1 2020 | $305,000 | +1.0% | 14,742 | +33.6% | 0.01% | +8.3% |
| Q4 2019 | $302,000 | +9.0% | 11,031 | +0.0% | 0.01% | -14.3% |
| Q3 2019 | $277,000 | – | 11,029 | – | 0.01% | – |
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% |