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 | $32,079 | -4.0% | 1,340 | -1.3% | 0.03% | -3.2% |
Q2 2023 | $33,422 | -82.2% | 1,357 | -82.2% | 0.03% | -82.8% |
Q1 2023 | $187,286 | -13.3% | 7,638 | -16.3% | 0.18% | -15.5% |
Q4 2022 | $216,109 | -6.0% | 9,130 | -10.9% | 0.21% | -18.1% |
Q3 2022 | $230,000 | -11.2% | 10,249 | +0.5% | 0.26% | -6.8% |
Q2 2022 | $259,000 | -8.2% | 10,196 | +0.3% | 0.28% | -0.4% |
Q1 2022 | $282,000 | -8.7% | 10,170 | -2.4% | 0.28% | -5.7% |
Q4 2021 | $309,000 | – | 10,423 | – | 0.30% | – |
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% |