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 | $830 | -5.8% | 34,681 | -3.1% | 0.07% | 0.0% |
| Q2 2023 | $881 | +2.1% | 35,774 | +1.6% | 0.07% | -2.9% |
| Q1 2023 | $863 | +5.2% | 35,200 | +1.6% | 0.07% | 0.0% |
| Q4 2022 | $820 | -99.9% | 34,655 | +5.4% | 0.07% | 0.0% |
| Q3 2022 | $736,000 | -18.2% | 32,864 | -7.4% | 0.07% | -11.4% |
| Q2 2022 | $900,000 | -3.4% | 35,473 | +5.7% | 0.08% | +8.2% |
| Q1 2022 | $932,000 | -4.8% | 33,572 | +1.6% | 0.07% | -3.9% |
| Q4 2021 | $979,000 | +9.0% | 33,041 | +12.2% | 0.08% | +1.3% |
| Q3 2021 | $898,000 | -2.0% | 29,453 | +5.7% | 0.08% | -2.6% |
| Q2 2021 | $916,000 | +19.4% | 27,853 | +15.5% | 0.08% | +20.3% |
| Q1 2021 | $767,000 | +11.6% | 24,123 | +7.6% | 0.06% | -3.0% |
| Q4 2020 | $687,000 | +21.2% | 22,420 | +5.7% | 0.07% | -1.5% |
| Q3 2020 | $567,000 | +18.6% | 21,205 | +8.0% | 0.07% | +11.7% |
| Q2 2020 | $478,000 | +46.6% | 19,642 | +24.7% | 0.06% | +22.4% |
| Q1 2020 | $326,000 | -19.3% | 15,748 | +6.8% | 0.05% | -3.9% |
| Q4 2019 | $404,000 | +22.8% | 14,752 | +12.6% | 0.05% | +13.3% |
| Q3 2019 | $329,000 | +32.1% | 13,105 | +38.2% | 0.04% | +28.6% |
| Q2 2019 | $249,000 | +0.4% | 9,482 | -0.5% | 0.04% | -2.8% |
| Q1 2019 | $248,000 | +8.3% | 9,532 | -2.3% | 0.04% | -2.7% |
| Q4 2018 | $229,000 | -0.9% | 9,752 | +8.4% | 0.04% | +5.7% |
| Q3 2018 | $231,000 | -8.0% | 8,996 | -30.2% | 0.04% | -34.0% |
| Q4 2015 | $251,000 | – | 12,886 | – | 0.05% | – |
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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% |