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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $651,473 | -1.9% | 26,450 | -2.3% | 0.13% | -6.6% |
| Q1 2023 | $663,815 | -0.5% | 27,072 | -3.9% | 0.14% | -4.9% |
| Q4 2022 | $667,032 | +1.8% | 28,181 | -3.6% | 0.14% | -6.5% |
| Q3 2022 | $655,000 | -17.0% | 29,242 | -5.9% | 0.15% | -5.0% |
| Q2 2022 | $789,000 | -12.1% | 31,084 | -3.9% | 0.16% | +7.3% |
| Q1 2022 | $898,000 | -7.5% | 32,349 | -1.4% | 0.15% | -3.2% |
| Q4 2021 | $971,000 | -10.2% | 32,796 | -7.5% | 0.16% | -44.0% |
| Q3 2021 | $1,081,000 | -18.3% | 35,471 | -11.9% | 0.28% | -18.8% |
| Q2 2021 | $1,323,000 | +2.9% | 40,248 | -0.5% | 0.34% | -22.3% |
| Q1 2021 | $1,286,000 | -29.9% | 40,457 | -32.4% | 0.44% | +13.7% |
| Q4 2020 | $1,835,000 | +29.5% | 59,882 | +13.1% | 0.39% | -38.6% |
| Q3 2020 | $1,417,000 | -10.1% | 52,936 | -18.2% | 0.63% | -23.6% |
| Q2 2020 | $1,576,000 | +14.9% | 64,742 | -2.3% | 0.82% | -8.5% |
| Q1 2020 | $1,372,000 | +23.8% | 66,296 | +63.8% | 0.90% | +28.4% |
| Q4 2019 | $1,108,000 | – | 40,466 | – | 0.70% | – |
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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% |