SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 665 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $250,700 | -2.8% | 10,472 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $257,925 | +0.4% | 10,472 | 0.0% | 0.06% | +3.4% |
| Q1 2023 | $256,773 | +91604.6% | 10,472 | -11.4% | 0.06% | -4.9% |
| Q4 2022 | $280 | -99.9% | 11,814 | -0.0% | 0.06% | +1.7% |
| Q3 2022 | $265,000 | -11.7% | 11,816 | +0.0% | 0.06% | +1.7% |
| Q2 2022 | $300,000 | -8.5% | 11,814 | 0.0% | 0.06% | +31.1% |
| Q1 2022 | $328,000 | -6.3% | 11,814 | 0.0% | 0.04% | -4.3% |
| Q4 2021 | $350,000 | -2.8% | 11,814 | 0.0% | 0.05% | -7.8% |
| Q3 2021 | $360,000 | -7.2% | 11,814 | 0.0% | 0.05% | -15.0% |
| Q2 2021 | $388,000 | +3.5% | 11,814 | 0.0% | 0.06% | -1.6% |
| Q1 2021 | $375,000 | +3.6% | 11,814 | 0.0% | 0.06% | -1.6% |
| Q4 2020 | $362,000 | +14.2% | 11,814 | -0.5% | 0.06% | -50.8% |
| Q3 2020 | $317,000 | +9.7% | 11,879 | 0.0% | 0.13% | +9.6% |
| Q2 2020 | $289,000 | – | 11,879 | – | 0.12% | – |
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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% |