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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $21,970 | +0.4% | 892 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $21,872 | +3.6% | 892 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $21,114 | +5.6% | 892 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $20,000 | -13.0% | 892 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $23,000 | -8.0% | 892 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $25,000 | -3.8% | 892 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $26,000 | -3.7% | 892 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $27,000 | -6.9% | 892 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $29,000 | +3.6% | 892 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $28,000 | +16.7% | 892 | +12.6% | 0.00% | 0.0% |
| Q4 2020 | $24,000 | +14.3% | 792 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $21,000 | -16.0% | 792 | -24.0% | 0.00% | -25.0% |
| Q2 2020 | $25,000 | +13.6% | 1,042 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $22,000 | +175.0% | 1,042 | +247.3% | 0.00% | +100.0% |
| Q4 2019 | $8,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | -75.0% | 300 | -77.6% | 0.00% | -81.8% |
| Q4 2018 | $32,000 | -23.8% | 1,339 | -18.2% | 0.01% | -21.4% |
| Q3 2018 | $42,000 | 0.0% | 1,636 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $42,000 | – | 1,636 | – | 0.01% | – |
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% |