SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $241,842 | -1.5% | 10,102 | +1.4% | 0.00% | 0.0% |
Q2 2023 | $245,413 | -1.1% | 9,964 | -1.5% | 0.00% | 0.0% |
Q1 2023 | $248,118 | +5.2% | 10,119 | +1.6% | 0.00% | 0.0% |
Q4 2022 | $235,848 | +3.9% | 9,964 | -1.5% | 0.00% | 0.0% |
Q3 2022 | $227,000 | -11.7% | 10,112 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $257,000 | -8.5% | 10,112 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $281,000 | -21.1% | 10,112 | -15.8% | 0.00% | 0.0% |
Q4 2021 | $356,000 | -24.3% | 12,009 | -22.1% | 0.00% | -50.0% |
Q3 2021 | $470,000 | -8.4% | 15,408 | -1.3% | 0.00% | 0.0% |
Q2 2021 | $513,000 | +228.8% | 15,612 | +218.6% | 0.00% | +100.0% |
Q1 2021 | $156,000 | +4.0% | 4,900 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $150,000 | +14.5% | 4,900 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $131,000 | +10.1% | 4,900 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $119,000 | +17.8% | 4,900 | -0.0% | 0.00% | 0.0% |
Q1 2020 | $101,000 | -30.3% | 4,901 | -7.3% | 0.00% | 0.0% |
Q4 2019 | $145,000 | -34.1% | 5,288 | -39.5% | 0.00% | 0.0% |
Q3 2019 | $220,000 | +32.5% | 8,738 | +37.9% | 0.00% | 0.0% |
Q2 2019 | $166,000 | +31.7% | 6,338 | +31.0% | 0.00% | 0.0% |
Q1 2019 | $126,000 | +9.6% | 4,838 | -1.4% | 0.00% | 0.0% |
Q4 2018 | $115,000 | -47.5% | 4,908 | -42.3% | 0.00% | 0.0% |
Q3 2018 | $219,000 | +9.5% | 8,501 | +9.9% | 0.00% | 0.0% |
Q2 2018 | $200,000 | +61.3% | 7,738 | +79.1% | 0.00% | 0.0% |
Q1 2018 | $124,000 | -28.7% | 4,320 | -30.5% | 0.00% | 0.0% |
Q4 2017 | $174,000 | +47.5% | 6,216 | +41.6% | 0.00% | 0.0% |
Q3 2017 | $118,000 | +8.3% | 4,391 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $109,000 | +17.2% | 4,391 | +12.6% | 0.00% | 0.0% |
Q1 2017 | $93,000 | +10.7% | 3,900 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $84,000 | -6.7% | 3,900 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $90,000 | +8.4% | 3,900 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $83,000 | +8200.0% | 3,900 | +5316.7% | 0.00% | – |
Q1 2016 | $1,000 | -98.0% | 72 | -96.4% | 0.00% | – |
Q1 2015 | $49,000 | – | 2,000 | – | 0.00% | – |
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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% |