SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 698 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,576,921 | -15.0% | 107,641 | -12.6% | 0.80% | -25.1% |
| Q2 2023 | $3,032,596 | -12.8% | 123,126 | -13.2% | 1.07% | -23.9% |
| Q1 2023 | $3,479,315 | +29.6% | 141,897 | +25.2% | 1.41% | -29.1% |
| Q4 2022 | $2,683,639 | +34.9% | 113,377 | +27.7% | 1.99% | +17.0% |
| Q3 2022 | $1,989,000 | +8.3% | 88,781 | +22.7% | 1.70% | -5.9% |
| Q2 2022 | $1,836,000 | -20.7% | 72,343 | -13.2% | 1.80% | +52.6% |
| Q1 2022 | $2,315,000 | +19.8% | 83,358 | +27.8% | 1.18% | +18.1% |
| Q4 2021 | $1,932,000 | +23.1% | 65,218 | +26.7% | 1.00% | +19.7% |
| Q3 2021 | $1,569,000 | -2.0% | 51,464 | +5.7% | 0.84% | +2.7% |
| Q2 2021 | $1,601,000 | +35.2% | 48,698 | +30.7% | 0.81% | +19.2% |
| Q1 2021 | $1,184,000 | +18.5% | 37,265 | +14.4% | 0.68% | -10.4% |
| Q4 2020 | $999,000 | +21.1% | 32,579 | +5.7% | 0.76% | +16.3% |
| Q3 2020 | $825,000 | +11.0% | 30,820 | +1.0% | 0.66% | -21.8% |
| Q2 2020 | $743,000 | +6.1% | 30,518 | -9.8% | 0.84% | -59.7% |
| Q1 2020 | $700,000 | -29.8% | 33,850 | -7.1% | 2.08% | +136.1% |
| Q4 2019 | $997,000 | – | 36,437 | – | 0.88% | – |
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% |