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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $806,370 | +149.2% | 33,682 | +156.4% | 0.05% | +81.5% |
| Q2 2023 | $323,625 | +4.3% | 13,139 | +3.9% | 0.03% | 0.0% |
| Q1 2023 | $310,138 | -2.1% | 12,648 | -5.5% | 0.03% | -12.9% |
| Q4 2022 | $316,690 | -0.1% | 13,379 | -5.3% | 0.03% | -8.8% |
| Q3 2022 | $317,000 | -49.1% | 14,130 | -42.4% | 0.03% | -33.3% |
| Q2 2022 | $623,000 | +169.7% | 24,536 | +194.9% | 0.05% | +104.0% |
| Q1 2022 | $231,000 | -9.1% | 8,320 | -3.0% | 0.02% | -7.4% |
| Q4 2021 | $254,000 | -0.8% | 8,580 | +2.0% | 0.03% | -15.6% |
| Q3 2021 | $256,000 | -8.9% | 8,414 | -1.6% | 0.03% | -11.1% |
| Q2 2021 | $281,000 | +4.1% | 8,549 | +0.5% | 0.04% | -7.7% |
| Q1 2021 | $270,000 | -6.2% | 8,506 | -9.5% | 0.04% | -15.2% |
| Q4 2020 | $288,000 | +5.5% | 9,400 | -8.0% | 0.05% | -31.3% |
| Q3 2020 | $273,000 | -6.2% | 10,221 | -14.6% | 0.07% | -30.9% |
| Q2 2020 | $291,000 | -13.4% | 11,969 | -26.4% | 0.10% | -34.9% |
| Q1 2020 | $336,000 | -24.5% | 16,269 | -0.1% | 0.15% | -30.4% |
| Q4 2019 | $445,000 | +14.7% | 16,286 | +5.4% | 0.21% | +16.9% |
| Q3 2019 | $388,000 | -90.2% | 15,446 | +2.4% | 0.18% | +14.4% |
| Q2 2019 | $3,957,000 | +904.3% | 15,083 | -0.5% | 0.16% | -10.6% |
| Q1 2019 | $394,000 | +10.7% | 15,165 | +0.2% | 0.18% | -14.8% |
| Q4 2018 | $356,000 | +11.9% | 15,139 | +22.3% | 0.21% | +53.3% |
| Q3 2018 | $318,000 | -33.9% | 12,380 | -33.3% | 0.14% | -39.4% |
| Q2 2018 | $481,000 | +6.2% | 18,561 | +17.6% | 0.23% | 0.0% |
| Q1 2018 | $453,000 | +1.3% | 15,787 | -0.1% | 0.23% | -17.8% |
| Q4 2017 | $447,000 | +21.1% | 15,798 | +15.3% | 0.28% | +17.5% |
| Q3 2017 | $369,000 | +17.9% | 13,697 | +8.7% | 0.23% | +18.2% |
| Q2 2017 | $313,000 | +4.7% | 12,602 | +1.2% | 0.20% | +10.6% |
| Q1 2017 | $299,000 | – | 12,454 | – | 0.18% | – |
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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% |