SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 671 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,119 | -4.6% | 46,749 | -1.4% | 0.48% | -1.6% |
| Q2 2023 | $1,173 | +1.3% | 47,431 | +0.5% | 0.49% | -6.3% |
| Q1 2023 | $1,158 | -12.1% | 47,218 | -15.5% | 0.52% | -13.6% |
| Q4 2022 | $1,317 | -99.7% | 55,858 | +217.9% | 0.60% | +213.5% |
| Q3 2022 | $390,000 | -57.3% | 17,573 | -51.6% | 0.19% | -58.0% |
| Q2 2022 | $914,000 | -8.6% | 36,273 | +2.5% | 0.46% | -8.6% |
| Q1 2022 | $1,000,000 | -12.8% | 35,390 | -8.9% | 0.50% | -1.4% |
| Q4 2021 | $1,147,000 | +8.6% | 38,853 | +11.8% | 0.51% | +0.4% |
| Q3 2021 | $1,056,000 | -9.3% | 34,767 | -1.2% | 0.51% | -7.7% |
| Q2 2021 | $1,164,000 | +4.6% | 35,177 | +0.3% | 0.55% | +0.4% |
| Q1 2021 | $1,113,000 | +3.6% | 35,056 | -0.1% | 0.55% | -12.1% |
| Q4 2020 | $1,074,000 | +15.7% | 35,075 | +1.1% | 0.62% | +13.5% |
| Q3 2020 | $928,000 | +1.8% | 34,701 | -7.4% | 0.55% | -12.6% |
| Q2 2020 | $912,000 | +340.6% | 37,471 | +273.7% | 0.63% | +264.5% |
| Q1 2020 | $207,000 | -85.0% | 10,028 | -80.1% | 0.17% | -83.2% |
| Q4 2019 | $1,377,000 | +8.9% | 50,293 | -0.2% | 1.02% | +0.5% |
| Q3 2019 | $1,264,000 | -7.4% | 50,388 | -3.1% | 1.02% | +0.1% |
| Q2 2019 | $1,365,000 | -5.0% | 51,996 | -5.9% | 1.02% | -8.7% |
| Q1 2019 | $1,437,000 | -29.8% | 55,282 | -36.4% | 1.11% | -41.2% |
| Q4 2018 | $2,046,000 | – | 86,916 | – | 1.89% | – |
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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% |