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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $346,412 | -30.6% | 14,470 | -28.6% | 0.14% | -30.6% |
Q2 2023 | $499,004 | -7.7% | 20,260 | -8.1% | 0.21% | -13.8% |
Q1 2023 | $540,666 | +1.9% | 22,050 | -1.6% | 0.24% | -5.5% |
Q4 2022 | $530,326 | -36.9% | 22,405 | -40.2% | 0.25% | -41.8% |
Q3 2022 | $840,000 | -28.0% | 37,485 | -18.4% | 0.44% | -24.9% |
Q2 2022 | $1,166,000 | -15.8% | 45,957 | -7.8% | 0.58% | -1.0% |
Q1 2022 | $1,384,000 | -28.5% | 49,829 | -23.8% | 0.58% | -27.9% |
Q4 2021 | $1,936,000 | -1.7% | 65,360 | +1.1% | 0.81% | -11.0% |
Q3 2021 | $1,970,000 | -5.6% | 64,617 | -1.5% | 0.91% | -6.3% |
Q2 2021 | $2,087,000 | +51.0% | 65,573 | +50.7% | 0.97% | +37.1% |
Q1 2021 | $1,382,000 | +153.6% | 43,501 | +144.8% | 0.71% | +137.1% |
Q4 2020 | $545,000 | -60.1% | 17,770 | -66.3% | 0.30% | -76.2% |
Q2 2018 | $1,365,000 | -3.7% | 52,732 | +6.8% | 1.26% | -10.5% |
Q1 2018 | $1,417,000 | +40.0% | 49,360 | +36.3% | 1.40% | +28.7% |
Q4 2017 | $1,012,000 | – | 36,205 | – | 1.09% | – |
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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% |