SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $386,033 | -4.2% | 16,125 | -1.4% | 0.08% | +1.3% |
Q2 2023 | $402,750 | +0.4% | 16,352 | 0.0% | 0.08% | -3.7% |
Q1 2023 | $400,952 | +1.7% | 16,352 | -1.8% | 0.08% | +1.2% |
Q4 2022 | $394,200 | -14.1% | 16,654 | -18.7% | 0.08% | -12.1% |
Q3 2022 | $459,000 | -14.8% | 20,497 | -3.5% | 0.09% | -13.3% |
Q2 2022 | $539,000 | -19.3% | 21,232 | -11.7% | 0.10% | -6.2% |
Q1 2022 | $668,000 | +2936.4% | 24,046 | +3189.5% | 0.11% | +2700.0% |
Q4 2021 | $22,000 | +100.0% | 731 | +110.1% | 0.00% | +100.0% |
Q3 2021 | $11,000 | -26.7% | 348 | -22.3% | 0.00% | -33.3% |
Q2 2021 | $15,000 | – | 448 | – | 0.00% | – |
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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% |