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 | $369 | -10.9% | 15,425 | -8.1% | 0.08% | -14.4% |
| Q2 2023 | $414 | +41.3% | 16,792 | +40.4% | 0.09% | +23.3% |
| Q1 2023 | $293 | +3.9% | 11,964 | +0.6% | 0.07% | -1.4% |
| Q4 2022 | $282 | -99.9% | 11,895 | +1.6% | 0.07% | +1.4% |
| Q3 2022 | $262,000 | -9.3% | 11,707 | +2.8% | 0.07% | -2.7% |
| Q2 2022 | $289,000 | -5.6% | 11,387 | +3.2% | 0.08% | -29.9% |
| Q1 2022 | $306,000 | -14.5% | 11,036 | -8.6% | 0.11% | +28.9% |
| Q4 2021 | $358,000 | +17.8% | 12,076 | +21.1% | 0.08% | +5.1% |
| Q3 2021 | $304,000 | -0.3% | 9,970 | +7.6% | 0.08% | -1.2% |
| Q2 2021 | $305,000 | +4.5% | 9,266 | +0.9% | 0.08% | +2.6% |
| Q1 2021 | $292,000 | -0.3% | 9,179 | -4.0% | 0.08% | -12.4% |
| Q4 2020 | $293,000 | +23.6% | 9,558 | +8.1% | 0.09% | -8.2% |
| Q3 2020 | $237,000 | – | 8,841 | – | 0.10% | – |
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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% |