SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 665 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,409,800 | -10.4% | 58,889 | -7.9% | 0.32% | -2.4% |
| Q2 2023 | $1,574,027 | +0.5% | 63,907 | +0.0% | 0.33% | -5.7% |
| Q1 2023 | $1,566,641 | -14.3% | 63,892 | -17.3% | 0.35% | -21.0% |
| Q4 2022 | $1,828,492 | -15.3% | 77,249 | -19.9% | 0.44% | -24.4% |
| Q3 2022 | $2,159,000 | -21.9% | 96,392 | -11.5% | 0.59% | -22.1% |
| Q2 2022 | $2,764,000 | -17.9% | 108,903 | -10.1% | 0.75% | -6.6% |
| Q1 2022 | $3,365,000 | +13.2% | 121,173 | +20.8% | 0.80% | +8.9% |
| Q4 2021 | $2,972,000 | +73.1% | 100,326 | +56.4% | 0.74% | -40.4% |
| Q3 2021 | $1,717,000 | -81.4% | 64,145 | -77.1% | 1.24% | -52.7% |
| Q2 2021 | $9,221,000 | +118.8% | 280,452 | +111.5% | 2.62% | +64.1% |
| Q1 2021 | $4,214,000 | +68.2% | 132,593 | +62.3% | 1.60% | +3.9% |
| Q4 2020 | $2,505,000 | +45.9% | 81,716 | +27.4% | 1.54% | +24.1% |
| Q3 2020 | $1,717,000 | +14.5% | 64,145 | +4.2% | 1.24% | +0.6% |
| Q2 2020 | $1,499,000 | +50.7% | 61,578 | +28.0% | 1.23% | +22.0% |
| Q1 2020 | $995,000 | -15.7% | 48,109 | +11.6% | 1.01% | -7.2% |
| Q4 2019 | $1,180,000 | – | 43,124 | – | 1.09% | – |
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% |