SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 661 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,079,863 | -2.8% | 45,107 | 0.0% | 0.19% | -1.1% |
| Q2 2023 | $1,110,987 | +0.6% | 45,107 | +0.1% | 0.19% | -1.6% |
| Q1 2023 | $1,104,409 | +3.7% | 45,041 | +0.1% | 0.19% | +1.1% |
| Q4 2022 | $1,064,799 | +1.5% | 44,985 | -4.0% | 0.19% | -5.5% |
| Q3 2022 | $1,049,000 | -14.5% | 46,837 | -3.1% | 0.20% | -8.7% |
| Q2 2022 | $1,227,000 | -13.2% | 48,357 | -5.0% | 0.22% | -2.2% |
| Q1 2022 | $1,414,000 | -8.5% | 50,928 | +0.2% | 0.22% | -5.5% |
| Q4 2021 | $1,545,000 | -1.1% | 50,833 | -0.8% | 0.24% | -7.1% |
| Q3 2021 | $1,562,000 | -6.9% | 51,231 | +0.4% | 0.26% | -7.3% |
| Q2 2021 | $1,678,000 | +9.0% | 51,034 | +5.4% | 0.28% | +2.2% |
| Q1 2021 | $1,539,000 | +10.1% | 48,413 | +6.1% | 0.27% | +13.5% |
| Q4 2020 | $1,398,000 | +15.3% | 45,622 | +0.6% | 0.24% | +38.6% |
| Q3 2020 | $1,213,000 | +8.0% | 45,339 | -1.6% | 0.17% | 0.0% |
| Q2 2020 | $1,123,000 | +17.7% | 46,099 | +0.0% | 0.17% | -2.8% |
| Q1 2020 | $954,000 | -8.2% | 46,091 | +21.4% | 0.18% | +5.4% |
| Q4 2019 | $1,039,000 | +2.0% | 37,979 | -0.1% | 0.17% | +1.2% |
| Q3 2019 | $1,019,000 | -1.5% | 38,030 | -3.5% | 0.16% | -62.4% |
| Q2 2019 | $1,034,000 | +0.6% | 39,400 | -0.3% | 0.44% | -4.8% |
| Q1 2019 | $1,028,000 | +20.2% | 39,530 | +8.8% | 0.46% | +7.2% |
| Q4 2018 | $855,000 | -15.2% | 36,344 | -7.3% | 0.43% | -4.9% |
| Q3 2018 | $1,008,000 | +4.3% | 39,224 | +5.1% | 0.45% | -4.4% |
| Q2 2018 | $966,000 | -8.4% | 37,310 | +1.5% | 0.47% | -10.6% |
| Q1 2018 | $1,055,000 | +1.9% | 36,755 | -0.8% | 0.53% | +4.3% |
| Q4 2017 | $1,035,000 | +3.8% | 37,040 | +0.0% | 0.51% | +2.0% |
| Q3 2017 | $997,000 | +8.1% | 37,038 | -0.1% | 0.50% | +4.9% |
| Q2 2017 | $922,000 | +3.7% | 37,088 | 0.0% | 0.47% | 0.0% |
| Q1 2017 | $889,000 | +11.1% | 37,088 | 0.0% | 0.47% | +12.1% |
| Q4 2016 | $800,000 | – | 37,088 | – | 0.42% | – |
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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% |