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 2022 | $738,000 | -47.4% | 32,959 | -40.4% | 0.37% | -46.5% |
| Q2 2022 | $1,404,000 | -40.1% | 55,333 | -34.4% | 0.69% | -22.9% |
| Q1 2022 | $2,342,000 | -1.6% | 84,342 | +5.0% | 0.90% | +3.0% |
| Q4 2021 | $2,380,000 | -0.2% | 80,308 | +2.7% | 0.87% | -5.0% |
| Q3 2021 | $2,384,000 | +7.2% | 78,210 | +15.7% | 0.92% | +2.1% |
| Q2 2021 | $2,223,000 | +16.8% | 67,599 | +12.9% | 0.90% | +2.3% |
| Q1 2021 | $1,904,000 | -32.8% | 59,897 | -35.2% | 0.88% | -43.0% |
| Q4 2020 | $2,833,000 | +10.3% | 92,456 | -3.7% | 1.54% | -9.2% |
| Q3 2020 | $2,568,000 | +24.4% | 95,968 | +13.2% | 1.70% | +2.3% |
| Q2 2020 | $2,064,000 | +21.4% | 84,775 | +3.2% | 1.66% | -7.2% |
| Q1 2020 | $1,700,000 | -30.8% | 82,186 | -8.4% | 1.79% | -4.0% |
| Q4 2019 | $2,456,000 | +30.2% | 89,738 | +19.5% | 1.87% | +13.8% |
| Q3 2019 | $1,887,000 | – | 75,090 | – | 1.64% | – |
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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% |