SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 661 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,043,967 | +3.3% | 85,379 | +6.3% | 1.35% | +7.0% |
| Q2 2023 | $1,977,916 | +2.7% | 80,304 | +2.3% | 1.26% | -0.6% |
| Q1 2023 | $1,925,630 | +4.2% | 78,533 | +0.6% | 1.27% | -0.7% |
| Q4 2022 | $1,847,894 | +1.1% | 78,069 | -4.3% | 1.28% | -8.2% |
| Q3 2022 | $1,827,000 | -19.7% | 81,554 | -9.0% | 1.39% | -12.4% |
| Q2 2022 | $2,274,000 | -23.3% | 89,588 | -16.1% | 1.59% | -10.8% |
| Q1 2022 | $2,964,000 | -5.1% | 106,738 | +1.3% | 1.78% | -1.2% |
| Q4 2021 | $3,123,000 | -0.8% | 105,378 | +2.1% | 1.80% | -8.4% |
| Q3 2021 | $3,147,000 | -5.5% | 103,248 | +2.0% | 1.96% | -5.9% |
| Q2 2021 | $3,329,000 | +5.1% | 101,233 | +1.9% | 2.09% | -1.3% |
| Q1 2021 | $3,168,000 | +25.9% | 99,297 | +20.9% | 2.12% | +15.8% |
| Q4 2020 | $2,517,000 | +14.8% | 82,110 | +0.2% | 1.83% | -3.7% |
| Q3 2020 | $2,193,000 | +14.3% | 81,945 | +4.0% | 1.90% | +9.4% |
| Q2 2020 | $1,919,000 | +20.8% | 78,812 | +2.6% | 1.74% | +3.3% |
| Q1 2020 | $1,589,000 | -25.6% | 76,837 | -1.5% | 1.68% | -8.2% |
| Q4 2019 | $2,135,000 | – | 78,015 | – | 1.83% | – |
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% |