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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $247,407 | -39.2% | 10,090 | -41.4% | 0.36% | -39.2% |
| Q4 2022 | $407,219 | -6.8% | 17,204 | -11.7% | 0.58% | -1.8% |
| Q3 2022 | $437,000 | -11.7% | 19,489 | 0.0% | 0.60% | -4.3% |
| Q2 2022 | $495,000 | -41.7% | 19,489 | -36.2% | 0.62% | -24.0% |
| Q1 2022 | $849,000 | -10.3% | 30,559 | -4.4% | 0.82% | +2.1% |
| Q4 2021 | $947,000 | -7.3% | 31,959 | -4.7% | 0.80% | -15.8% |
| Q3 2021 | $1,022,000 | -8.9% | 33,534 | -1.7% | 0.95% | -9.3% |
| Q2 2021 | $1,122,000 | +3.5% | 34,118 | 0.0% | 1.05% | -3.1% |
| Q1 2021 | $1,084,000 | – | 34,118 | – | 1.08% | – |
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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% |