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 | $501,447 | -2.8% | 20,946 | 0.0% | 0.22% | +5.4% |
| Q2 2023 | $515,900 | +0.4% | 20,946 | -0.0% | 0.20% | -5.6% |
| Q1 2023 | $513,841 | +3.6% | 20,956 | 0.0% | 0.22% | -4.0% |
| Q4 2022 | $496,029 | -6.9% | 20,956 | -12.0% | 0.22% | -15.7% |
| Q3 2022 | $533,000 | -12.6% | 23,816 | -0.9% | 0.27% | -7.6% |
| Q2 2022 | $610,000 | +3.7% | 24,034 | +13.5% | 0.29% | +14.7% |
| Q1 2022 | $588,000 | -4.9% | 21,174 | +1.5% | 0.25% | -21.5% |
| Q4 2021 | $618,000 | -2.8% | 20,862 | -0.0% | 0.32% | -10.6% |
| Q3 2021 | $636,000 | -7.3% | 20,866 | 0.0% | 0.36% | -4.5% |
| Q2 2021 | $686,000 | +3.5% | 20,866 | 0.0% | 0.38% | -10.3% |
| Q1 2021 | $663,000 | -1.2% | 20,866 | -4.7% | 0.42% | -6.9% |
| Q4 2020 | $671,000 | +13.0% | 21,895 | -1.3% | 0.45% | -3.8% |
| Q3 2020 | $594,000 | +7.0% | 22,193 | -2.6% | 0.47% | -2.5% |
| Q2 2020 | $555,000 | +24.4% | 22,786 | +5.7% | 0.48% | +7.9% |
| Q1 2020 | $446,000 | -2.6% | 21,552 | +28.8% | 0.44% | +9.9% |
| Q4 2019 | $458,000 | – | 16,734 | – | 0.40% | – |
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% |