SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 661 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,195,564 | -5.8% | 49,940 | -3.1% | 0.54% | -3.7% |
| Q2 2023 | $1,269,282 | -0.3% | 51,534 | -0.7% | 0.56% | +3.5% |
| Q1 2023 | $1,273,005 | +2.9% | 51,917 | -0.7% | 0.54% | -0.9% |
| Q4 2022 | $1,237,397 | +48.9% | 52,277 | +41.0% | 0.55% | +37.0% |
| Q3 2022 | $831,000 | -12.7% | 37,082 | -1.1% | 0.40% | -8.5% |
| Q2 2022 | $952,000 | -37.5% | 37,491 | -31.7% | 0.44% | -30.5% |
| Q1 2022 | $1,524,000 | +188.6% | 54,869 | +207.8% | 0.63% | +208.3% |
| Q4 2021 | $528,000 | -38.7% | 17,829 | -36.9% | 0.20% | -41.7% |
| Q3 2021 | $861,000 | +20.4% | 28,238 | +29.8% | 0.35% | +19.5% |
| Q2 2021 | $715,000 | -20.6% | 21,758 | -23.3% | 0.29% | -26.8% |
| Q1 2021 | $901,000 | +63.5% | 28,359 | +57.8% | 0.40% | +55.6% |
| Q4 2020 | $551,000 | – | 17,971 | – | 0.26% | – |
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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% |