SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 665 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,964,287 | -0.4% | 82,050 | +2.5% | 0.27% | +1.1% |
| Q2 2023 | $1,972,526 | +3.4% | 80,086 | +3.0% | 0.27% | +1.9% |
| Q1 2023 | $1,907,165 | +33.6% | 77,780 | +29.0% | 0.26% | +27.1% |
| Q4 2022 | $1,427,436 | +44.5% | 60,306 | +36.7% | 0.21% | +32.7% |
| Q3 2022 | $988,000 | -7.8% | 44,103 | +4.4% | 0.16% | -3.7% |
| Q2 2022 | $1,072,000 | -5.6% | 42,230 | +3.3% | 0.16% | +5.2% |
| Q1 2022 | $1,135,000 | -7.6% | 40,875 | -1.4% | 0.15% | -6.1% |
| Q4 2021 | $1,228,000 | +4.1% | 41,465 | +7.1% | 0.16% | -6.8% |
| Q3 2021 | $1,180,000 | +1.2% | 38,724 | +9.2% | 0.18% | 0.0% |
| Q2 2021 | $1,166,000 | +20.3% | 35,472 | +16.3% | 0.18% | +7.3% |
| Q1 2021 | $969,000 | +23.8% | 30,506 | +19.5% | 0.16% | +7.9% |
| Q4 2020 | $783,000 | +28.8% | 25,534 | +12.4% | 0.15% | +3.4% |
| Q3 2020 | $608,000 | +87.1% | 22,708 | +69.9% | 0.15% | +36.1% |
| Q2 2020 | $325,000 | +52.6% | 13,365 | +35.8% | 0.11% | +44.0% |
| Q1 2020 | $213,000 | -5.3% | 9,844 | +16.3% | 0.08% | +11.9% |
| Q4 2019 | $225,000 | -6.6% | 8,463 | -9.9% | 0.07% | -1.5% |
| Q3 2018 | $241,000 | +10.6% | 9,388 | +11.5% | 0.07% | +1.5% |
| Q2 2018 | $218,000 | -3.1% | 8,419 | +7.6% | 0.07% | -14.1% |
| Q1 2018 | $225,000 | +2712.5% | 7,826 | +1720.0% | 0.08% | +1850.0% |
| Q4 2015 | $8,000 | – | 430 | – | 0.00% | – |
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% |