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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $24,421 | +21.0% | 992 | +20.5% | 0.01% | +62.5% |
| Q1 2023 | $20,181 | -38.2% | 823 | -40.3% | 0.01% | -50.0% |
| Q4 2022 | $32,642 | +5.3% | 1,379 | +1.2% | 0.02% | +14.3% |
| Q3 2022 | $31,000 | -36.7% | 1,362 | -29.1% | 0.01% | -36.4% |
| Q2 2022 | $49,000 | -53.8% | 1,920 | -49.9% | 0.02% | 0.0% |
| Q1 2022 | $106,000 | +86.0% | 3,836 | +100.0% | 0.02% | -12.0% |
| Q4 2021 | $57,000 | -1.7% | 1,918 | +0.7% | 0.02% | -10.7% |
| Q3 2021 | $58,000 | -7.9% | 1,904 | 0.0% | 0.03% | -12.5% |
| Q2 2021 | $63,000 | -8.7% | 1,904 | -12.1% | 0.03% | -22.0% |
| Q1 2021 | $69,000 | +4.5% | 2,166 | +0.0% | 0.04% | -6.8% |
| Q4 2020 | $66,000 | -17.5% | 2,165 | -27.8% | 0.04% | -25.4% |
| Q3 2020 | $80,000 | +12.7% | 3,000 | +3.2% | 0.06% | +7.3% |
| Q2 2020 | $71,000 | +10.9% | 2,908 | -6.3% | 0.06% | -9.8% |
| Q1 2020 | $64,000 | -17.9% | 3,105 | +8.8% | 0.06% | -7.6% |
| Q4 2019 | $78,000 | – | 2,853 | – | 0.07% | – |
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% |