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 | $920,325 | -2.8% | 38,443 | 0.0% | 0.17% | -2.3% |
| Q2 2023 | $946,851 | +0.4% | 38,443 | 0.0% | 0.18% | -1.7% |
| Q1 2023 | $942,622 | +3.6% | 38,443 | 0.0% | 0.18% | 0.0% |
| Q4 2022 | $909,946 | +5.7% | 38,443 | 0.0% | 0.18% | -8.2% |
| Q3 2022 | $861,000 | -11.8% | 38,443 | 0.0% | 0.20% | -7.1% |
| Q2 2022 | $976,000 | -8.6% | 38,443 | 0.0% | 0.21% | +5.5% |
| Q1 2022 | $1,068,000 | -6.2% | 38,443 | 0.0% | 0.20% | -7.0% |
| Q4 2021 | $1,139,000 | -2.8% | 38,443 | 0.0% | 0.22% | -12.2% |
| Q3 2021 | $1,172,000 | -7.3% | 38,443 | 0.0% | 0.24% | -5.4% |
| Q2 2021 | $1,264,000 | -26.8% | 38,443 | -31.8% | 0.26% | -34.6% |
| Q4 2020 | $1,727,000 | +67.8% | 56,351 | +46.6% | 0.40% | +51.1% |
| Q3 2020 | $1,029,000 | +9.9% | 38,443 | 0.0% | 0.26% | +5.6% |
| Q2 2020 | $936,000 | +17.7% | 38,443 | 0.0% | 0.25% | -3.5% |
| Q1 2020 | $795,000 | – | 38,443 | – | 0.26% | – |
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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% |