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 | $327,144 | -16.4% | 14,159 | -7.4% | 0.11% | -7.8% |
| Q2 2023 | $391,348 | -0.7% | 15,293 | -4.9% | 0.12% | -10.1% |
| Q1 2023 | $394,184 | -6.5% | 16,076 | -0.1% | 0.13% | -11.0% |
| Q4 2022 | $421,771 | +15.6% | 16,092 | -2.8% | 0.14% | +4.3% |
| Q3 2022 | $365,000 | -12.9% | 16,561 | +0.4% | 0.14% | -17.8% |
| Q2 2022 | $419,000 | -5.0% | 16,495 | +4.4% | 0.17% | +8.3% |
| Q1 2022 | $441,000 | +10.2% | 15,794 | +17.0% | 0.16% | -1.3% |
| Q4 2021 | $400,000 | -0.7% | 13,498 | +2.0% | 0.16% | -19.0% |
| Q3 2021 | $403,000 | -5.8% | 13,232 | +1.6% | 0.20% | -3.5% |
| Q2 2021 | $428,000 | +2.6% | 13,025 | 0.0% | 0.20% | -3.8% |
| Q1 2021 | $417,000 | +5.0% | 13,025 | +0.6% | 0.21% | -25.3% |
| Q4 2020 | $397,000 | – | 12,948 | – | 0.28% | – |
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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% |