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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $242,000 | -5.5% | 9,519 | +3.3% | 0.09% | +5.7% |
| Q1 2022 | $256,000 | -84.6% | 9,219 | -83.0% | 0.09% | -83.0% |
| Q4 2020 | $1,663,000 | +11.3% | 54,250 | -2.8% | 0.51% | +11.8% |
| Q3 2020 | $1,494,000 | +0.7% | 55,839 | -8.4% | 0.46% | +12.8% |
| Q2 2020 | $1,484,000 | +14.1% | 60,931 | -3.1% | 0.40% | +7.4% |
| Q1 2020 | $1,301,000 | +2.4% | 62,901 | +30.0% | 0.38% | +38.1% |
| Q2 2019 | $1,270,000 | +2.2% | 48,396 | +1.3% | 0.27% | +0.4% |
| Q1 2019 | $1,243,000 | +18.4% | 47,790 | +7.0% | 0.27% | +13.8% |
| Q4 2018 | $1,050,000 | – | 44,644 | – | 0.24% | – |
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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% |