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 | $1,919 | -6.8% | 80,165 | -4.1% | 1.35% | +78.0% |
| Q2 2023 | $2,059 | -6.1% | 83,582 | -6.5% | 0.76% | +2.0% |
| Q1 2023 | $2,193 | -14.2% | 89,434 | -17.2% | 0.74% | -29.8% |
| Q4 2022 | $2,556 | -99.6% | 107,971 | +248.7% | 1.06% | +84.6% |
| Q3 2022 | $694,000 | -17.5% | 30,968 | -7.6% | 0.57% | +380.7% |
| Q2 2022 | $841,000 | -21.6% | 33,511 | -13.3% | 0.12% | -83.5% |
| Q1 2022 | $1,073,000 | -34.7% | 38,635 | -30.3% | 0.72% | -42.1% |
| Q4 2021 | $1,642,000 | – | 55,429 | – | 1.25% | – |
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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% |