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 | $550,817 | -17.3% | 23,008 | -14.9% | 0.14% | -8.9% |
| Q2 2023 | $665,862 | +2.4% | 27,035 | +2.0% | 0.16% | -5.4% |
| Q1 2023 | $650,024 | +17.0% | 26,510 | +12.9% | 0.17% | +6.4% |
| Q4 2022 | $555,770 | -19.9% | 23,480 | -24.2% | 0.16% | -29.6% |
| Q3 2022 | $693,709 | +0.5% | 30,969 | +13.8% | 0.22% | +3.2% |
| Q2 2022 | $690,000 | -7.5% | 27,205 | +1.3% | 0.22% | +11.3% |
| Q1 2022 | $746,000 | +0.4% | 26,850 | +7.0% | 0.19% | +2.1% |
| Q4 2021 | $743,000 | -13.1% | 25,091 | -10.6% | 0.19% | -26.1% |
| Q3 2021 | $855,000 | +10.2% | 28,056 | +18.9% | 0.26% | +14.7% |
| Q2 2021 | $776,000 | +34.5% | 23,589 | +29.8% | 0.22% | +12.0% |
| Q1 2021 | $577,000 | +3.8% | 18,167 | +0.2% | 0.20% | +1.5% |
| Q4 2020 | $556,000 | +42.6% | 18,130 | +24.4% | 0.20% | +28.8% |
| Q3 2020 | $390,000 | +89.3% | 14,573 | +72.3% | 0.15% | +66.3% |
| Q2 2020 | $206,000 | +2.5% | 8,457 | -13.0% | 0.09% | -17.9% |
| Q1 2020 | $201,000 | -23.0% | 9,724 | +2.2% | 0.11% | +0.9% |
| Q4 2019 | $261,000 | -21.6% | 9,518 | -28.2% | 0.11% | -24.5% |
| Q3 2019 | $333,000 | +39.9% | 13,256 | +46.1% | 0.15% | +33.6% |
| Q2 2019 | $238,000 | – | 9,073 | – | 0.11% | – |
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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% |