SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 706 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $225,369 | +10.1% | 9,414 | +8.9% | 0.01% | -11.1% |
| Q4 2022 | $204,629 | -5.7% | 8,645 | +1.0% | 0.01% | -10.0% |
| Q2 2022 | $217,000 | -13.5% | 8,562 | +0.9% | 0.01% | 0.0% |
| Q4 2021 | $251,000 | -4.9% | 8,486 | -2.1% | 0.01% | -23.1% |
| Q3 2021 | $264,000 | -11.7% | 8,670 | -5.2% | 0.01% | -13.3% |
| Q2 2021 | $299,000 | +0.3% | 9,146 | -1.6% | 0.02% | -11.8% |
| Q1 2021 | $298,000 | -2.0% | 9,297 | -6.3% | 0.02% | -22.7% |
| Q4 2020 | $304,000 | 0.0% | 9,918 | -12.7% | 0.02% | -18.5% |
| Q3 2020 | $304,000 | +4.5% | 11,361 | -5.1% | 0.03% | -6.9% |
| Q2 2020 | $291,000 | +14.6% | 11,969 | -2.3% | 0.03% | -14.7% |
| Q1 2020 | $254,000 | -22.1% | 12,254 | +2.8% | 0.03% | -17.1% |
| Q4 2019 | $326,000 | -39.9% | 11,922 | -44.7% | 0.04% | -51.8% |
| Q3 2019 | $542,000 | -70.9% | 21,570 | -69.6% | 0.08% | -72.8% |
| Q2 2019 | $1,860,000 | +376.9% | 70,872 | +372.1% | 0.31% | +428.8% |
| Q1 2019 | $390,000 | +6.3% | 15,011 | -3.8% | 0.06% | -26.2% |
| Q4 2018 | $367,000 | -10.9% | 15,598 | -2.6% | 0.08% | -4.8% |
| Q3 2018 | $412,000 | +5.9% | 16,022 | +6.6% | 0.08% | -9.7% |
| Q2 2018 | $389,000 | +9.6% | 15,032 | +21.5% | 0.09% | +5.7% |
| Q1 2018 | $355,000 | +35.0% | 12,371 | +31.5% | 0.09% | -6.4% |
| Q4 2017 | $263,000 | – | 9,410 | – | 0.09% | – |
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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% |