SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $265,708 | +0.4% | 10,788 | 0.0% | 0.07% | -4.3% |
| Q1 2023 | $264,522 | -3.6% | 10,788 | -7.0% | 0.07% | -12.5% |
| Q4 2022 | $274,454 | -43.2% | 11,595 | -46.2% | 0.08% | -47.7% |
| Q3 2022 | $483,000 | -35.5% | 21,562 | -27.0% | 0.15% | -34.1% |
| Q2 2022 | $749,000 | -38.3% | 29,530 | -32.4% | 0.23% | -46.0% |
| Q1 2022 | $1,213,000 | -24.6% | 43,666 | -19.6% | 0.43% | -17.9% |
| Q4 2021 | $1,609,000 | -19.9% | 54,319 | -17.6% | 0.52% | -34.2% |
| Q3 2021 | $2,008,000 | -12.5% | 65,889 | -5.6% | 0.80% | -21.0% |
| Q2 2021 | $2,294,000 | +1.4% | 69,780 | -2.0% | 1.01% | -24.8% |
| Q1 2021 | $2,263,000 | -3.7% | 71,220 | -7.2% | 1.34% | -27.0% |
| Q4 2020 | $2,351,000 | +13.0% | 76,706 | -1.3% | 1.84% | -1.5% |
| Q3 2020 | $2,081,000 | +3.1% | 77,749 | -6.2% | 1.86% | +1.1% |
| Q2 2020 | $2,018,000 | +38.1% | 82,872 | +17.3% | 1.84% | +17.0% |
| Q1 2020 | $1,461,000 | +183.7% | 70,631 | +275.6% | 1.57% | +234.9% |
| Q4 2019 | $515,000 | -4.8% | 18,806 | -12.6% | 0.47% | -10.6% |
| Q3 2019 | $541,000 | – | 21,526 | – | 0.53% | – |
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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% |