SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.63 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,441,661 | -15.6% | 60,220 | -13.2% | 0.02% | -16.0% |
| Q2 2023 | $1,708,602 | -7.8% | 69,371 | -8.2% | 0.02% | -13.8% |
| Q1 2023 | $1,852,375 | -14.6% | 75,545 | -17.6% | 0.03% | -19.4% |
| Q4 2022 | $2,169,524 | +4.1% | 91,657 | -1.5% | 0.04% | -7.7% |
| Q3 2022 | $2,084,000 | -35.2% | 93,047 | -26.5% | 0.04% | -36.1% |
| Q2 2022 | $3,215,000 | -12.3% | 126,664 | -4.0% | 0.06% | -1.6% |
| Q1 2022 | $3,665,000 | -4.9% | 131,978 | +1.5% | 0.06% | 0.0% |
| Q4 2021 | $3,852,000 | +33.5% | 130,032 | +37.4% | 0.06% | +10.7% |
| Q3 2021 | $2,885,000 | -10.0% | 94,649 | -2.9% | 0.06% | -12.5% |
| Q2 2021 | $3,205,000 | +269.7% | 97,485 | +257.2% | 0.06% | +236.8% |
| Q1 2021 | $867,000 | +10.3% | 27,292 | +6.4% | 0.02% | -5.0% |
| Q4 2020 | $786,000 | – | 25,657 | – | 0.02% | – |
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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% |