SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 698 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,492 | -99.9% | 104,078 | +4.3% | 1.46% | +4.6% |
| Q2 2023 | $2,457,273 | +3.4% | 99,767 | +3.0% | 1.40% | -1.6% |
| Q1 2023 | $2,375,871 | +10.2% | 96,895 | +6.4% | 1.42% | +0.9% |
| Q4 2022 | $2,155,453 | +9.1% | 91,062 | +3.2% | 1.41% | +2.1% |
| Q3 2022 | $1,976,000 | -10.9% | 88,209 | +1.0% | 1.38% | -7.1% |
| Q2 2022 | $2,217,000 | -21.2% | 87,359 | -13.8% | 1.48% | -10.4% |
| Q1 2022 | $2,814,000 | -1.9% | 101,321 | +4.6% | 1.65% | +0.9% |
| Q4 2021 | $2,869,000 | +2.9% | 96,845 | +5.8% | 1.64% | -5.3% |
| Q3 2021 | $2,789,000 | – | 91,493 | – | 1.73% | – |
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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% |