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 | $3,813,206 | -0.9% | 159,282 | +2.0% | 0.28% | +88.0% |
Q2 2023 | $3,846,659 | +0.1% | 156,178 | -0.4% | 0.15% | -56.6% |
Q1 2023 | $3,843,076 | +3.8% | 156,732 | +0.2% | 0.35% | -13.1% |
Q4 2022 | $3,702,800 | +319.8% | 156,434 | +297.4% | 0.40% | +847.6% |
Q3 2022 | $882,000 | +89.3% | 39,366 | +114.3% | 0.04% | +90.9% |
Q2 2022 | $466,000 | -35.4% | 18,370 | -29.3% | 0.02% | -24.1% |
Q1 2022 | $721,000 | -33.2% | 25,973 | -28.8% | 0.03% | -17.1% |
Q4 2021 | $1,080,000 | +375.8% | 36,467 | +389.4% | 0.04% | -12.5% |
Q3 2021 | $227,000 | +3.2% | 7,451 | +11.5% | 0.04% | 0.0% |
Q2 2021 | $220,000 | +5.8% | 6,682 | +2.0% | 0.04% | -4.8% |
Q1 2021 | $208,000 | -8.4% | 6,548 | -11.5% | 0.04% | -19.2% |
Q4 2020 | $227,000 | +8.6% | 7,403 | -5.3% | 0.05% | -5.5% |
Q3 2020 | $209,000 | – | 7,819 | – | 0.06% | – |
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% |