SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 682 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $803,927 | +37.7% | 33,609 | +46.3% | 0.25% | +38.5% |
| Q2 2023 | $583,948 | +171.5% | 22,972 | +162.2% | 0.18% | +145.9% |
| Q1 2023 | $215,107 | -7.7% | 8,762 | -4.8% | 0.07% | -14.0% |
| Q4 2022 | $233,147 | -47.6% | 9,208 | -46.4% | 0.09% | -53.8% |
| Q3 2022 | $445,000 | +66.7% | 17,178 | +63.4% | 0.19% | +28.3% |
| Q2 2022 | $267,000 | -23.1% | 10,515 | -15.9% | 0.14% | -6.5% |
| Q1 2022 | $347,000 | – | 12,499 | – | 0.16% | – |
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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% |