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 | $489,743 | -29.8% | 20,457 | -27.8% | 0.12% | -37.2% |
Q2 2023 | $697,967 | -0.7% | 28,338 | -1.1% | 0.19% | -18.0% |
Q1 2023 | $702,792 | +19.8% | 28,661 | +15.7% | 0.23% | +5.0% |
Q4 2022 | $586,613 | +52.0% | 24,782 | +43.6% | 0.22% | +54.2% |
Q3 2022 | $386,000 | +45.7% | 17,253 | +65.0% | 0.14% | +54.8% |
Q2 2022 | $265,000 | -22.1% | 10,455 | -14.5% | 0.09% | -7.0% |
Q1 2022 | $340,000 | -9.3% | 12,226 | -3.5% | 0.10% | -7.4% |
Q4 2021 | $375,000 | – | 12,664 | – | 0.11% | – |
Download |
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% |