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 | $462 | -97.3% | 19 | -97.2% | 0.00% | -100.0% |
| Q2 2022 | $17,000 | -87.1% | 667 | -86.2% | 0.01% | -91.7% |
| Q4 2019 | $132,000 | +15.8% | 4,820 | +6.5% | 0.07% | +1.4% |
| Q3 2019 | $114,000 | +2.7% | 4,526 | +7.1% | 0.07% | -5.3% |
| Q2 2019 | $111,000 | -98.0% | 4,224 | -98.0% | 0.08% | -97.8% |
| Q3 2018 | $5,441,000 | +4.9% | 211,627 | +5.6% | 3.43% | +0.5% |
| Q2 2018 | $5,186,000 | -7.6% | 200,324 | +2.4% | 3.42% | -8.8% |
| Q1 2018 | $5,613,000 | +88.4% | 195,559 | +83.4% | 3.74% | +78.8% |
| Q4 2017 | $2,979,000 | – | 106,620 | – | 2.09% | – |
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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% |