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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $395,749 | -2.9% | 16,586 | +0.7% | 0.05% | +2.2% |
| Q2 2023 | $407,499 | +2.4% | 16,471 | +1.9% | 0.04% | -6.2% |
| Q1 2023 | $398,134 | -15.0% | 16,171 | -13.8% | 0.05% | -20.0% |
| Q4 2022 | $468,517 | +20.4% | 18,763 | +12.3% | 0.06% | +5.3% |
| Q3 2022 | $389,000 | -13.2% | 16,703 | -7.2% | 0.06% | -14.9% |
| Q2 2022 | $448,000 | +1.4% | 17,994 | +14.1% | 0.07% | +9.8% |
| Q1 2022 | $442,000 | -9.4% | 15,773 | -0.3% | 0.06% | -7.6% |
| Q4 2021 | $488,000 | +82.8% | 15,828 | +80.9% | 0.07% | +53.5% |
| Q3 2021 | $267,000 | +1.5% | 8,748 | +9.2% | 0.04% | -2.3% |
| Q2 2021 | $263,000 | +1.9% | 8,008 | -1.8% | 0.04% | -8.3% |
| Q1 2021 | $258,000 | -2.3% | 8,155 | -5.2% | 0.05% | -20.0% |
| Q4 2020 | $264,000 | +15.3% | 8,606 | +0.5% | 0.06% | -3.2% |
| Q3 2020 | $229,000 | +8.0% | 8,561 | -1.7% | 0.06% | -11.4% |
| Q2 2020 | $212,000 | -9.8% | 8,709 | +2.3% | 0.07% | -31.4% |
| Q4 2019 | $235,000 | +13.5% | 8,514 | +3.1% | 0.10% | -11.3% |
| Q3 2019 | $207,000 | -2.4% | 8,258 | +2.5% | 0.12% | -26.3% |
| Q2 2019 | $212,000 | +5.0% | 8,055 | +3.5% | 0.16% | -0.6% |
| Q1 2019 | $202,000 | – | 7,783 | – | 0.16% | – |
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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% |