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 | $800,697 | +279.5% | 33,446 | +255.2% | 0.58% | +235.6% |
| Q3 2022 | $211,000 | -91.6% | 9,417 | -90.4% | 0.17% | -91.4% |
| Q2 2022 | $2,499,000 | -8.6% | 98,466 | +0.1% | 2.02% | -0.3% |
| Q1 2022 | $2,733,000 | +1361.5% | 98,413 | +48.1% | 2.02% | +1366.7% |
| Q4 2021 | $187,000 | -94.4% | 66,462 | -47.5% | 0.14% | -97.0% |
| Q2 2019 | $3,324,000 | +26.9% | 126,676 | +25.8% | 4.60% | +17.5% |
| Q1 2019 | $2,620,000 | +8.8% | 100,715 | -1.6% | 3.92% | +6.7% |
| Q4 2018 | $2,408,000 | – | 102,334 | – | 3.67% | – |
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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% |