SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 22 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,962,181 | +12.9% | 332,589 | +11.6% | 0.90% | +5.5% |
| Q2 2023 | $7,049,947 | +3.3% | 297,969 | +7.0% | 0.85% | +3.2% |
| Q1 2023 | $6,827,717 | +29.7% | 278,455 | +25.2% | 0.82% | +18.9% |
| Q4 2022 | $5,265,936 | +80.5% | 222,473 | +70.8% | 0.69% | +41.4% |
| Q3 2022 | $2,917,000 | +701.4% | 130,228 | +808.8% | 0.49% | +553.3% |
| Q2 2022 | $364,000 | +47.4% | 14,330 | +61.2% | 0.08% | +74.4% |
| Q1 2022 | $247,000 | -28.0% | 8,889 | -23.2% | 0.04% | -23.2% |
| Q4 2021 | $343,000 | -96.5% | 11,568 | -96.4% | 0.06% | -97.1% |
| Q3 2021 | $9,808,000 | -3.6% | 321,781 | +4.0% | 1.93% | -3.7% |
| Q2 2021 | $10,171,000 | +16.3% | 309,345 | +13.4% | 2.00% | +10.5% |
| Q1 2021 | $8,743,000 | +30.9% | 272,880 | +25.2% | 1.81% | +13.1% |
| Q4 2020 | $6,681,000 | +19.6% | 217,990 | +4.5% | 1.60% | -6.6% |
| Q3 2020 | $5,585,000 | +29.4% | 208,700 | +17.7% | 1.72% | +19.5% |
| Q2 2020 | $4,315,000 | +207.3% | 177,253 | +161.1% | 1.44% | +146.6% |
| Q1 2020 | $1,404,000 | -53.6% | 67,875 | -38.6% | 0.58% | -50.6% |
| Q4 2019 | $3,027,000 | +26.2% | 110,584 | +15.2% | 1.18% | +5.3% |
| Q3 2019 | $2,399,000 | – | 95,969 | – | 1.12% | – |
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% |