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 | $873,197 | +9.2% | 36,474 | +12.3% | 0.56% | +13.1% |
| Q2 2023 | $799,672 | +2.3% | 32,467 | +1.8% | 0.50% | -0.4% |
| Q1 2023 | $781,894 | +5.7% | 31,888 | +2.0% | 0.50% | -5.3% |
| Q4 2022 | $740,043 | +1.2% | 31,265 | -4.2% | 0.53% | -12.9% |
| Q3 2022 | $731,000 | -17.5% | 32,647 | -6.5% | 0.60% | -21.9% |
| Q2 2022 | $886,000 | -8.5% | 34,902 | +0.1% | 0.78% | +0.1% |
| Q1 2022 | $968,000 | -1.5% | 34,875 | +5.1% | 0.77% | +5.0% |
| Q4 2021 | $983,000 | -0.8% | 33,190 | +2.1% | 0.74% | -10.4% |
| Q3 2021 | $991,000 | -4.4% | 32,503 | +3.1% | 0.82% | -3.7% |
| Q2 2021 | $1,037,000 | +3.5% | 31,540 | +0.1% | 0.86% | -7.8% |
| Q1 2021 | $1,002,000 | +5.3% | 31,518 | +1.4% | 0.93% | -14.7% |
| Q4 2020 | $952,000 | – | 31,068 | – | 1.09% | – |
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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% |