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 | $463,735 | -2.8% | 19,371 | 0.0% | 0.44% | +2.6% |
| Q2 2023 | $477,100 | +0.5% | 19,371 | +0.0% | 0.43% | -5.7% |
| Q1 2023 | $474,923 | +3.6% | 19,369 | 0.0% | 0.46% | -3.0% |
| Q4 2022 | $458,459 | +8.9% | 19,369 | +3.0% | 0.47% | -4.1% |
| Q3 2022 | $421,000 | -12.5% | 18,798 | -0.9% | 0.49% | -7.2% |
| Q2 2022 | $481,000 | -8.6% | 18,960 | +0.0% | 0.53% | +10.7% |
| Q1 2022 | $526,000 | -6.9% | 18,959 | -0.5% | 0.48% | -6.3% |
| Q4 2021 | $565,000 | – | 19,059 | – | 0.51% | – |
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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% |