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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,176,071 | -5.4% | 90,897 | -2.7% | 0.45% | -4.8% |
| Q2 2023 | $2,300,846 | -7.7% | 93,416 | -8.1% | 0.48% | -13.3% |
| Q1 2023 | $2,492,297 | -3.3% | 101,643 | -6.6% | 0.55% | -8.2% |
| Q4 2022 | $2,576,695 | -5.6% | 108,859 | -10.7% | 0.60% | -12.6% |
| Q3 2022 | $2,730,000 | -23.3% | 121,880 | -13.1% | 0.68% | -21.2% |
| Q2 2022 | $3,561,000 | -13.9% | 140,292 | -5.8% | 0.87% | -18.4% |
| Q1 2022 | $4,134,000 | -20.2% | 148,864 | -14.9% | 1.06% | -22.4% |
| Q4 2021 | $5,183,000 | -2.9% | 174,987 | -0.0% | 1.37% | -11.1% |
| Q3 2021 | $5,336,000 | -1.3% | 175,072 | -1.9% | 1.54% | -1.2% |
| Q2 2021 | $5,406,000 | -12.4% | 178,527 | -8.0% | 1.56% | -19.8% |
| Q1 2021 | $6,168,000 | -5.8% | 194,076 | -9.2% | 1.95% | -10.0% |
| Q4 2020 | $6,548,000 | – | 213,652 | – | 2.17% | – |
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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% |