SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 661 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $588,000 | 0.0% | 19,846 | +2.8% | 0.22% | -9.8% |
| Q3 2021 | $588,000 | -1.7% | 19,301 | +6.1% | 0.24% | -0.8% |
| Q2 2021 | $598,000 | +7.4% | 18,188 | +3.7% | 0.25% | +0.8% |
| Q1 2021 | $557,000 | +3.7% | 17,542 | +0.1% | 0.24% | -1.2% |
| Q4 2020 | $537,000 | +15.0% | 17,518 | +0.4% | 0.25% | +0.8% |
| Q3 2020 | $467,000 | +20.4% | 17,452 | +9.6% | 0.24% | +7.9% |
| Q2 2020 | $388,000 | +26.0% | 15,928 | +7.0% | 0.23% | +2.7% |
| Q1 2020 | $308,000 | -22.4% | 14,890 | +2.5% | 0.22% | -3.9% |
| Q4 2019 | $397,000 | +4.7% | 14,523 | -3.6% | 0.23% | -4.2% |
| Q3 2019 | $379,000 | +5.9% | 15,073 | +10.4% | 0.24% | +5.3% |
| Q2 2019 | $358,000 | +9.5% | 13,658 | +8.6% | 0.23% | +4.1% |
| Q1 2019 | $327,000 | +19.3% | 12,580 | +8.1% | 0.22% | +3.8% |
| Q4 2018 | $274,000 | -4.2% | 11,641 | +4.5% | 0.21% | +6.6% |
| Q3 2018 | $286,000 | +17.7% | 11,140 | +18.5% | 0.20% | +11.2% |
| Q2 2018 | $243,000 | -9.7% | 9,401 | +0.3% | 0.18% | -14.8% |
| Q1 2018 | $269,000 | -62.2% | 9,369 | -63.2% | 0.21% | +17.4% |
| Q4 2017 | $711,000 | +202.6% | 25,440 | +191.1% | 0.18% | -7.3% |
| Q3 2017 | $235,000 | +13.5% | 8,738 | +4.7% | 0.19% | +8.5% |
| Q2 2017 | $207,000 | – | 8,349 | – | 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% |