SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 661 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $430,000 | +2.1% | 13,530 | -1.4% | 0.11% | -7.6% |
| Q4 2020 | $421,000 | +19.3% | 13,723 | +4.2% | 0.12% | +2.6% |
| Q3 2020 | $353,000 | +4.1% | 13,174 | -5.4% | 0.12% | -3.3% |
| Q2 2020 | $339,000 | +7.3% | 13,923 | -8.8% | 0.12% | -12.4% |
| Q1 2020 | $316,000 | -18.6% | 15,272 | +7.6% | 0.14% | +7.9% |
| Q4 2019 | $388,000 | +13.5% | 14,191 | +4.2% | 0.13% | +5.0% |
| Q3 2019 | $342,000 | -0.6% | 13,617 | +3.7% | 0.12% | -4.0% |
| Q2 2019 | $344,000 | +21.6% | 13,127 | +20.6% | 0.13% | +18.9% |
| Q1 2019 | $283,000 | +1.8% | 10,889 | -7.9% | 0.11% | -8.6% |
| Q4 2018 | $278,000 | – | 11,817 | – | 0.12% | – |
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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% |