SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 698 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $427,169 | -4.5% | 17,843 | -1.8% | 0.07% | -4.2% |
| Q2 2023 | $447,338 | -32.4% | 18,162 | -32.7% | 0.07% | -36.0% |
| Q1 2023 | $661,652 | -2.8% | 26,984 | -6.2% | 0.11% | -9.0% |
| Q4 2022 | $680,797 | +11.4% | 28,762 | +5.5% | 0.12% | +2.5% |
| Q3 2022 | $611,000 | -6.7% | 27,256 | +5.6% | 0.12% | -9.2% |
| Q2 2022 | $655,000 | -3.0% | 25,801 | +6.2% | 0.13% | +6.5% |
| Q1 2022 | $675,000 | -2.7% | 24,300 | +3.7% | 0.12% | 0.0% |
| Q4 2021 | $694,000 | +5.8% | 23,433 | +8.9% | 0.12% | -2.4% |
| Q3 2021 | $656,000 | +3.6% | 21,509 | +11.7% | 0.13% | +1.6% |
| Q2 2021 | $633,000 | +16.4% | 19,251 | +12.5% | 0.12% | +15.9% |
| Q1 2021 | $544,000 | +1.7% | 17,114 | -1.9% | 0.11% | -1.8% |
| Q4 2020 | $535,000 | +21.0% | 17,441 | +5.5% | 0.11% | +12.4% |
| Q3 2020 | $442,000 | +14.2% | 16,524 | +3.9% | 0.10% | +6.6% |
| Q2 2020 | $387,000 | +26.9% | 15,897 | +7.7% | 0.09% | +7.1% |
| Q1 2020 | $305,000 | -17.8% | 14,765 | +8.9% | 0.08% | +44.1% |
| Q4 2019 | $371,000 | -58.4% | 13,556 | -60.5% | 0.06% | -38.5% |
| Q2 2019 | $892,000 | 0.0% | 34,305 | 0.0% | 0.10% | 0.0% |
| Q1 2019 | $892,000 | +19.6% | 34,305 | +8.2% | 0.10% | -58.6% |
| Q4 2018 | $746,000 | -5.9% | 31,716 | +2.7% | 0.23% | -2.9% |
| Q3 2018 | $793,000 | +7.7% | 30,876 | +8.6% | 0.24% | +1.7% |
| Q2 2018 | $736,000 | -7.0% | 28,440 | +3.1% | 0.24% | -14.2% |
| Q1 2018 | $791,000 | -0.3% | 27,580 | -2.9% | 0.27% | -4.2% |
| Q4 2017 | $793,000 | – | 28,396 | – | 0.29% | – |
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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% |