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 | $16,471 | -61.1% | 688 | -60.0% | 0.00% | -63.6% |
| Q2 2023 | $42,388 | +0.4% | 1,721 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $42,199 | +5.7% | 1,721 | +2.0% | 0.01% | 0.0% |
| Q4 2022 | $39,931 | +14.1% | 1,687 | +9.0% | 0.01% | 0.0% |
| Q3 2022 | $35,000 | -10.3% | 1,548 | 0.0% | 0.01% | -8.3% |
| Q2 2022 | $39,000 | -7.1% | 1,548 | +2.7% | 0.01% | 0.0% |
| Q1 2022 | $42,000 | -6.7% | 1,507 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $45,000 | -2.2% | 1,507 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $46,000 | +35.3% | 1,507 | +45.9% | 0.02% | +33.3% |
| Q2 2021 | $34,000 | +3.0% | 1,033 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $33,000 | +3.1% | 1,033 | 0.0% | 0.01% | -7.7% |
| Q4 2020 | $32,000 | +14.3% | 1,033 | 0.0% | 0.01% | -7.1% |
| Q3 2020 | $28,000 | +12.0% | 1,033 | 0.0% | 0.01% | +7.7% |
| Q2 2020 | $25,000 | +19.0% | 1,033 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $21,000 | -25.0% | 1,033 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $28,000 | +7.7% | 1,033 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $26,000 | – | 1,033 | – | 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% |