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 | $400,420 | -2.8% | 16,726 | 0.0% | 0.07% | -9.5% |
| Q2 2023 | $411,961 | -2.4% | 16,726 | -2.8% | 0.07% | -10.8% |
| Q1 2023 | $421,935 | +6.6% | 17,208 | +2.9% | 0.08% | -13.5% |
| Q4 2022 | $395,904 | -9.3% | 16,726 | -14.1% | 0.10% | -23.8% |
| Q3 2022 | $436,374 | -11.7% | 19,481 | 0.0% | 0.13% | -8.7% |
| Q2 2022 | $494,428 | -8.6% | 19,481 | +0.0% | 0.14% | -22.0% |
| Q1 2022 | $540,960 | -6.2% | 19,480 | 0.0% | 0.18% | -47.5% |
| Q4 2021 | $576,998 | -2.8% | 19,480 | 0.0% | 0.34% | -12.2% |
| Q3 2021 | $593,750 | -7.3% | 19,480 | -0.0% | 0.38% | -27.5% |
| Q2 2021 | $640,601 | – | 19,483 | – | 0.53% | – |
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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% |