SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 706 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $893,956 | +66.6% | 37,342 | +71.4% | 0.24% | +66.9% |
| Q2 2023 | $536,475 | -0.2% | 21,781 | -0.7% | 0.14% | -6.0% |
| Q1 2023 | $537,711 | +12.7% | 21,930 | +8.8% | 0.15% | +5.6% |
| Q4 2022 | $477,152 | +5.3% | 20,159 | -0.3% | 0.14% | -2.1% |
| Q3 2022 | $453,000 | -3.2% | 20,223 | +9.7% | 0.15% | 0.0% |
| Q2 2022 | $468,000 | -99.9% | 18,429 | +0.2% | 0.15% | +0.7% |
| Q1 2022 | $511,000,000 | -15.7% | 18,400 | -10.0% | 0.14% | -63.2% |
| Q4 2021 | $606,000,000 | +94884.3% | 20,448 | -2.4% | 0.39% | +25.5% |
| Q3 2021 | $638,000 | -14.6% | 20,960 | -7.6% | 0.31% | +14.6% |
| Q2 2021 | $747,000 | +9.9% | 22,686 | +6.0% | 0.27% | +3.8% |
| Q1 2021 | $680,000 | +19.5% | 21,403 | +15.2% | 0.26% | +7.8% |
| Q4 2020 | $569,000 | +24.5% | 18,580 | +8.9% | 0.24% | 0.0% |
| Q3 2020 | $457,000 | – | 17,064 | – | 0.24% | – |
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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% |