SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $530,405 | -6.0% | 22,156 | -3.3% | 0.27% | -2.9% |
| Q2 2023 | $564,461 | -2.5% | 22,918 | -3.0% | 0.28% | -10.8% |
| Q1 2023 | $579,179 | +1.6% | 23,621 | -1.9% | 0.31% | -7.6% |
| Q4 2022 | $570,084 | +6.2% | 24,085 | +0.5% | 0.34% | -9.8% |
| Q3 2022 | $537,000 | +16.7% | 23,974 | +32.3% | 0.38% | +16.7% |
| Q2 2022 | $460,000 | -14.2% | 18,115 | -6.1% | 0.32% | -4.2% |
| Q1 2022 | $536,000 | +0.8% | 19,297 | +7.4% | 0.34% | +1.2% |
| Q4 2021 | $532,000 | +0.6% | 17,962 | +3.5% | 0.33% | -1.2% |
| Q3 2021 | $529,000 | -2.9% | 17,356 | +4.8% | 0.34% | -4.8% |
| Q2 2021 | $545,000 | +146.6% | 16,565 | +138.7% | 0.35% | +124.1% |
| Q1 2021 | $221,000 | +110.5% | 6,939 | +102.5% | 0.16% | +85.9% |
| Q4 2020 | $105,000 | – | 3,426 | – | 0.08% | – |
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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% |