SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 661 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,530 | -2.9% | 774 | -0.1% | 0.00% | – |
| Q2 2023 | $19,089 | +0.5% | 775 | 0.0% | 0.00% | – |
| Q1 2023 | $19,003 | +3.7% | 775 | +0.1% | 0.00% | – |
| Q4 2022 | $18,321 | -68.9% | 774 | -70.5% | 0.00% | -100.0% |
| Q3 2022 | $59,000 | +5800.0% | 2,623 | +4669.1% | 0.00% | – |
| Q2 2022 | $1,000 | -99.2% | 55 | -98.7% | 0.00% | -100.0% |
| Q1 2022 | $119,000 | -6.3% | 4,303 | +0.2% | 0.00% | 0.0% |
| Q4 2021 | $127,000 | +139.6% | 4,296 | +123.8% | 0.00% | 0.0% |
| Q4 2019 | $53,000 | +10.4% | 1,920 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $48,000 | – | 1,920 | – | 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% |