SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 665 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $287,209 | -2.8% | 11,997 | 0.0% | 0.17% | +9.9% |
| Q2 2023 | $295,487 | -0.6% | 11,997 | -1.1% | 0.15% | -6.8% |
| Q1 2023 | $297,306 | +103490.9% | 12,125 | 0.0% | 0.16% | +1.2% |
| Q4 2022 | $287 | -99.9% | 12,125 | +1.5% | 0.16% | -1.8% |
| Q3 2022 | $268,000 | -11.0% | 11,946 | +0.6% | 0.16% | -6.3% |
| Q2 2022 | $301,000 | -4.1% | 11,871 | +5.1% | 0.17% | +10.1% |
| Q1 2022 | $314,000 | +12.5% | 11,299 | +19.8% | 0.16% | +12.1% |
| Q4 2021 | $279,000 | -0.4% | 9,434 | +2.7% | 0.14% | -7.8% |
| Q3 2021 | $280,000 | -1.1% | 9,185 | +6.8% | 0.15% | +3.4% |
| Q2 2021 | $283,000 | +3.7% | 8,599 | 0.0% | 0.15% | -2.0% |
| Q1 2021 | $273,000 | +5.8% | 8,599 | +2.3% | 0.15% | -1.3% |
| Q4 2020 | $258,000 | +14.7% | 8,408 | 0.0% | 0.15% | +0.7% |
| Q3 2020 | $225,000 | +19.0% | 8,408 | +8.6% | 0.15% | +8.6% |
| Q2 2020 | $189,000 | +36.0% | 7,743 | +15.3% | 0.14% | +12.9% |
| Q1 2020 | $139,000 | -25.7% | 6,718 | -1.8% | 0.12% | -6.1% |
| Q4 2019 | $187,000 | +8.7% | 6,843 | 0.0% | 0.13% | +0.8% |
| Q3 2019 | $172,000 | +2.4% | 6,843 | +7.0% | 0.13% | +1.6% |
| Q2 2019 | $168,000 | +2.4% | 6,395 | +1.6% | 0.13% | +0.8% |
| Q1 2019 | $164,000 | +13.1% | 6,295 | +2.4% | 0.13% | +3.2% |
| Q4 2018 | $145,000 | +29.5% | 6,145 | +41.4% | 0.12% | +36.3% |
| Q3 2018 | $112,000 | +3633.3% | 4,345 | +4245.0% | 0.09% | +4450.0% |
| Q2 2018 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $3,000 | +50.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $2,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $2,000 | – | 100 | – | 0.00% | – |
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% |