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 | $25,649 | -59.9% | 1,107 | -57.3% | 0.00% | 0.0% |
| Q2 2023 | $63,890 | +135.4% | 2,594 | +134.3% | 0.00% | 0.0% |
| Q1 2023 | $27,144 | -96.1% | 1,107 | -96.2% | 0.00% | -92.3% |
| Q4 2022 | $692,701 | +83.7% | 29,265 | +73.8% | 0.01% | +62.5% |
| Q3 2022 | $377,000 | -11.7% | 16,840 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $427,000 | -8.8% | 16,840 | +0.0% | 0.01% | 0.0% |
| Q1 2022 | $468,000 | -14.4% | 16,835 | -8.9% | 0.01% | 0.0% |
| Q4 2021 | $547,000 | -3.0% | 18,470 | -0.2% | 0.01% | -20.0% |
| Q3 2021 | $564,000 | -3.9% | 18,505 | +0.2% | 0.01% | -9.1% |
| Q1 2021 | $587,000 | -2.7% | 18,475 | -6.1% | 0.01% | -8.3% |
| Q4 2020 | $603,000 | +14.0% | 19,675 | -0.6% | 0.01% | 0.0% |
| Q3 2020 | $529,000 | +18.1% | 19,788 | +7.7% | 0.01% | +9.1% |
| Q2 2020 | $448,000 | +100.9% | 18,378 | +70.2% | 0.01% | +83.3% |
| Q1 2020 | $223,000 | +7.2% | 10,797 | +34.9% | 0.01% | 0.0% |
| Q2 2018 | $208,000 | +37.7% | 8,004 | +42.8% | 0.01% | +50.0% |
| Q3 2017 | $151,000 | – | 5,605 | – | 0.00% | – |
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% |