SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 698 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $445,883 | -2.1% | 18,625 | +0.7% | 1.43% | -14.4% |
| Q2 2023 | $455,581 | +6.8% | 18,497 | +6.3% | 1.67% | -3.9% |
| Q1 2023 | $426,476 | +5.6% | 17,393 | +1.9% | 1.74% | -11.0% |
| Q4 2022 | $404,000 | +18.5% | 17,068 | +12.1% | 1.95% | +1.6% |
| Q3 2022 | $341,000 | -11.9% | 15,231 | 0.0% | 1.92% | -2.0% |
| Q2 2022 | $387,000 | -6.3% | 15,231 | +2.5% | 1.96% | +5.2% |
| Q1 2022 | $413,000 | -2.8% | 14,865 | +3.7% | 1.86% | -11.0% |
| Q4 2021 | $425,000 | +8.7% | 14,340 | +11.9% | 2.09% | -10.0% |
| Q3 2021 | $391,000 | 0.0% | 12,815 | +7.7% | 2.32% | -20.9% |
| Q2 2021 | $391,000 | +26.1% | 11,899 | +22.1% | 2.94% | -18.4% |
| Q1 2021 | $310,000 | +14.8% | 9,747 | +10.5% | 3.60% | -40.3% |
| Q4 2020 | $270,000 | – | 8,821 | – | 6.04% | – |
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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% |