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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $702,132 | -8.8% | 29,268 | -6.1% | 0.07% | -10.1% |
| Q2 2023 | $769,471 | -20.1% | 31,183 | -20.6% | 0.08% | -28.2% |
| Q1 2023 | $962,738 | +2.5% | 39,263 | -1.0% | 0.11% | -8.3% |
| Q4 2022 | $939,207 | +27.1% | 39,679 | +20.3% | 0.12% | +8.1% |
| Q3 2022 | $739,000 | +32.0% | 32,988 | +49.6% | 0.11% | +23.3% |
| Q2 2022 | $560,000 | +24.2% | 22,053 | +35.7% | 0.09% | +18.4% |
| Q1 2022 | $451,000 | +118.9% | 16,255 | +140.5% | 0.08% | +58.3% |
| Q3 2021 | $206,000 | -7.2% | 6,759 | 0.0% | 0.05% | -11.1% |
| Q2 2021 | $222,000 | – | 6,759 | – | 0.05% | – |
Download | ||||||
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% |