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 | $2,064 | -7.2% | 86,205 | -4.5% | 0.33% | -4.1% |
| Q2 2023 | $2,224 | +0.5% | 90,306 | 0.0% | 0.34% | -9.0% |
| Q1 2023 | $2,214 | -99.9% | 90,306 | +2.3% | 0.38% | -0.3% |
| Q4 2022 | $2,089,020 | +82.6% | 88,256 | +72.8% | 0.38% | +74.5% |
| Q3 2022 | $1,144,000 | -11.7% | 51,071 | 0.0% | 0.22% | 0.0% |
| Q2 2022 | $1,296,000 | -15.8% | 51,071 | -7.9% | 0.22% | 0.0% |
| Q1 2022 | $1,540,000 | -6.3% | 55,456 | 0.0% | 0.22% | -2.3% |
| Q4 2021 | $1,643,000 | +12.4% | 55,456 | +15.6% | 0.22% | +1.4% |
| Q3 2021 | $1,462,000 | -7.4% | 47,961 | -0.1% | 0.22% | -8.0% |
| Q2 2021 | $1,579,000 | +3.5% | 48,030 | 0.0% | 0.24% | -6.0% |
| Q1 2021 | $1,526,000 | +3.7% | 48,030 | 0.0% | 0.25% | -4.5% |
| Q4 2020 | $1,472,000 | +14.7% | 48,030 | +0.1% | 0.26% | -2.9% |
| Q3 2020 | $1,283,000 | +9.7% | 47,960 | -0.1% | 0.27% | +1.9% |
| Q2 2020 | $1,170,000 | +0.2% | 48,030 | -15.0% | 0.27% | -13.9% |
| Q1 2020 | $1,168,000 | – | 56,474 | – | 0.31% | – |
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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% |