SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 698 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $223,058 | -1.6% | 9,317 | +1.2% | 0.02% | +4.2% |
Q2 2023 | $226,729 | +1.0% | 9,205 | +0.6% | 0.02% | -4.0% |
Q1 2023 | $224,407 | -8.1% | 9,152 | -11.3% | 0.02% | -16.7% |
Q4 2022 | $244,250 | +21.5% | 10,319 | +30.0% | 0.03% | +11.1% |
Q2 2022 | $201,000 | -43.5% | 7,936 | -38.1% | 0.03% | -34.1% |
Q1 2022 | $356,000 | -17.6% | 12,818 | -12.0% | 0.04% | -10.9% |
Q4 2021 | $432,000 | +36.7% | 14,571 | +26.3% | 0.05% | +7.0% |
Q4 2019 | $316,000 | +9.7% | 11,534 | +0.7% | 0.04% | 0.0% |
Q3 2019 | $288,000 | -30.8% | 11,451 | -27.8% | 0.04% | -30.6% |
Q2 2019 | $416,000 | +0.5% | 15,853 | -0.4% | 0.06% | -3.1% |
Q1 2019 | $414,000 | +12.5% | 15,922 | +1.7% | 0.06% | +4.9% |
Q4 2018 | $368,000 | +26.0% | 15,654 | +37.9% | 0.06% | +7.0% |
Q3 2018 | $292,000 | -2.3% | 11,355 | -1.8% | 0.06% | -10.9% |
Q2 2018 | $299,000 | -8.3% | 11,561 | +1.6% | 0.06% | -11.1% |
Q1 2018 | $326,000 | +1.6% | 11,375 | -0.9% | 0.07% | +16.1% |
Q4 2017 | $321,000 | +1.6% | 11,478 | -2.3% | 0.06% | -10.1% |
Q3 2017 | $316,000 | -2.2% | 11,749 | -9.7% | 0.07% | -6.8% |
Q2 2017 | $323,000 | +10.2% | 13,009 | +6.6% | 0.07% | +2.8% |
Q1 2017 | $293,000 | +23.1% | 12,207 | +10.5% | 0.07% | +18.0% |
Q4 2016 | $238,000 | +3.9% | 11,044 | +0.2% | 0.06% | -23.8% |
Q1 2016 | $229,000 | -33.6% | 11,019 | -37.7% | 0.08% | -28.6% |
Q4 2015 | $345,000 | -58.5% | 17,697 | -57.0% | 0.11% | -62.2% |
Q3 2015 | $832,000 | +151.4% | 41,164 | +205.9% | 0.30% | +91.0% |
Q2 2015 | $331,000 | -96.4% | 13,457 | -96.5% | 0.16% | -95.5% |
Q4 2014 | $9,154,000 | +4177.6% | 383,012 | +4293.9% | 3.44% | +3235.9% |
Q4 2013 | $214,000 | – | 8,717 | – | 0.10% | – |
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% |