SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 682 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,817,784 | -4.8% | 117,703 | -2.1% | 0.33% | 0.0% |
| Q2 2023 | $2,961,027 | +0.6% | 120,220 | +0.1% | 0.33% | -3.8% |
| Q1 2023 | $2,943,846 | -6.5% | 120,058 | -9.7% | 0.34% | -12.2% |
| Q4 2022 | $3,148,171 | +6.4% | 133,001 | +0.7% | 0.39% | -2.2% |
| Q3 2022 | $2,958,000 | +7.9% | 132,059 | +22.2% | 0.40% | +14.2% |
| Q2 2022 | $2,742,000 | -6.3% | 108,042 | +2.5% | 0.35% | +4.8% |
| Q1 2022 | $2,926,000 | +33.2% | 105,373 | +42.0% | 0.34% | +39.6% |
| Q4 2021 | $2,197,000 | -5.2% | 74,187 | -2.5% | 0.24% | -10.8% |
| Q3 2021 | $2,318,000 | -92.8% | 76,054 | -92.2% | 0.27% | -92.8% |
| Q2 2021 | $32,124,000 | +13.7% | 977,023 | +9.9% | 3.75% | -9.9% |
| Q1 2021 | $28,258,000 | +42.8% | 889,182 | +37.8% | 4.16% | +38.0% |
| Q4 2020 | $19,783,000 | +12.3% | 645,457 | -2.0% | 3.02% | +2.4% |
| Q3 2020 | $17,617,000 | +20.9% | 658,343 | +10.0% | 2.94% | +13.7% |
| Q2 2020 | $14,575,000 | +1112.6% | 598,491 | +15124.9% | 2.59% | +944.4% |
| Q1 2020 | $1,202,000 | +224.9% | 3,931 | -71.0% | 0.25% | +270.1% |
| Q4 2019 | $370,000 | +12.8% | 13,548 | +3.7% | 0.07% | +8.1% |
| Q3 2019 | $328,000 | +43.2% | 13,059 | +49.1% | 0.06% | +34.8% |
| Q2 2019 | $229,000 | +0.9% | 8,758 | 0.0% | 0.05% | -2.1% |
| Q1 2019 | $227,000 | +10.2% | 8,758 | 0.0% | 0.05% | +2.2% |
| Q4 2018 | $206,000 | – | 8,758 | – | 0.05% | – |
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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% |