SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 682 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $260,850 | -44.4% | 10,896 | -42.8% | 0.11% | -43.0% |
| Q2 2023 | $469,525 | +13.4% | 19,063 | +12.9% | 0.19% | +10.9% |
| Q1 2023 | $414,193 | +8.2% | 16,892 | +4.4% | 0.17% | +4.2% |
| Q4 2022 | $382,833 | +7.8% | 16,174 | +2.1% | 0.17% | -0.6% |
| Q3 2022 | $355,000 | -30.5% | 15,843 | -21.3% | 0.17% | -29.4% |
| Q2 2022 | $511,000 | -78.4% | 20,126 | -74.8% | 0.24% | -77.6% |
| Q1 2022 | $2,369,000 | 0.0% | 79,977 | 0.0% | 1.06% | 0.0% |
| Q4 2021 | $2,369,000 | -4.5% | 79,977 | -1.7% | 1.06% | -23.8% |
| Q3 2021 | $2,480,000 | -33.5% | 81,353 | -28.3% | 1.40% | -35.9% |
| Q2 2021 | $3,728,000 | +19.6% | 113,384 | +15.8% | 2.18% | +7.5% |
| Q1 2021 | $3,118,000 | +35.9% | 97,885 | +35.4% | 2.02% | +2.7% |
| Q4 2020 | $2,295,000 | – | 72,295 | – | 1.97% | – |
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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% |