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 | $756,073 | -4.8% | 31,582 | -2.0% | 0.08% | -2.3% |
| Q2 2023 | $793,874 | +5.7% | 32,232 | +5.3% | 0.09% | 0.0% |
| Q1 2023 | $750,827 | +3.0% | 30,621 | -0.6% | 0.09% | -10.4% |
| Q4 2022 | $729,036 | +39.4% | 30,800 | +32.0% | 0.10% | +26.3% |
| Q3 2022 | $523,000 | -2.8% | 23,340 | +10.2% | 0.08% | +2.7% |
| Q2 2022 | $538,000 | +163.7% | 21,182 | +208.1% | 0.07% | +236.4% |
| Q4 2021 | $204,000 | -1.4% | 6,874 | +1.1% | 0.02% | -21.4% |
| Q3 2021 | $207,000 | -56.6% | 6,802 | -62.4% | 0.03% | -78.1% |
| Q2 2019 | $477,000 | +0.8% | 18,077 | -1.8% | 0.13% | -21.5% |
| Q3 2018 | $473,000 | -60.6% | 18,403 | -57.2% | 0.16% | -64.2% |
| Q4 2017 | $1,201,000 | -36.2% | 43,019 | -38.5% | 0.46% | -37.8% |
| Q3 2017 | $1,881,000 | +800.0% | 69,920 | +728.8% | 0.73% | +791.5% |
| Q2 2017 | $209,000 | – | 8,436 | – | 0.08% | – |
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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% |