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 | $499,720 | -5.0% | 20,874 | -2.3% | 0.33% | -4.1% |
| Q2 2023 | $526,019 | -2.7% | 21,357 | -3.2% | 0.34% | +2.1% |
| Q1 2023 | $540,752 | +1.2% | 22,054 | -2.3% | 0.34% | -4.8% |
| Q4 2022 | $534,133 | -1.5% | 22,566 | -6.8% | 0.35% | -8.8% |
| Q3 2022 | $542,000 | -14.0% | 24,215 | -2.4% | 0.39% | -20.1% |
| Q2 2022 | $630,000 | -12.1% | 24,819 | -3.9% | 0.48% | -2.6% |
| Q1 2022 | $717,000 | -4.1% | 25,822 | +2.2% | 0.50% | -1.8% |
| Q4 2021 | $748,000 | -13.0% | 25,255 | -10.5% | 0.50% | -33.0% |
| Q3 2021 | $860,000 | -5.8% | 28,223 | +1.6% | 0.75% | -19.5% |
| Q2 2021 | $913,000 | – | 27,768 | – | 0.94% | – |
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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% |