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 2022 | $252,000 | +20.0% | 9,075 | +28.2% | 0.05% | +36.1% |
| Q4 2021 | $210,000 | -2.8% | 7,079 | 0.0% | 0.04% | -23.4% |
| Q3 2021 | $216,000 | +5.9% | 7,079 | +14.4% | 0.05% | +4.4% |
| Q2 2021 | $204,000 | -6.4% | 6,190 | -23.9% | 0.04% | -38.4% |
| Q3 2020 | $218,000 | +29.8% | 8,132 | 0.0% | 0.07% | -1.4% |
| Q1 2020 | $168,000 | -99.7% | 8,132 | -99.6% | 0.07% | -99.3% |
| Q4 2019 | $51,969,000 | +25375.0% | 1,898,759 | +23234.9% | 9.93% | +14722.4% |
| Q3 2019 | $204,000 | -4.2% | 8,137 | +0.1% | 0.07% | -1.5% |
| Q2 2019 | $213,000 | -35.1% | 8,132 | -35.5% | 0.07% | -38.2% |
| Q1 2019 | $328,000 | – | 12,604 | – | 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% |