SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 689 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $503 | -7.2% | 21 | -4.5% | 0.00% | – |
| Q2 2023 | $542 | +10.6% | 22 | +10.0% | 0.00% | – |
| Q1 2023 | $490 | +3.6% | 20 | 0.0% | 0.00% | – |
| Q4 2022 | $473 | – | 20 | +11.1% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 18 | -91.6% | 0.00% | -100.0% |
| Q2 2022 | $5,000 | -16.7% | 215 | +0.5% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | 0.0% | 214 | 0.0% | 0.00% | +50.0% |
| Q4 2021 | $6,000 | 0.0% | 214 | +0.9% | 0.00% | 0.0% |
| Q3 2021 | $6,000 | -14.3% | 212 | +0.5% | 0.00% | -33.3% |
| Q2 2021 | $7,000 | 0.0% | 211 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | +16.7% | 211 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | 0.0% | 211 | -5.8% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 224 | -5.5% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 237 | +0.4% | 0.00% | -25.0% |
| Q1 2020 | $5,000 | +25.0% | 236 | +67.4% | 0.00% | +33.3% |
| Q4 2019 | $4,000 | – | 141 | – | 0.00% | – |
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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% |