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 | $326,858 | -9.3% | 13,699 | -5.8% | 0.07% | -9.0% |
| Q2 2023 | $360,233 | +8.2% | 14,549 | +7.2% | 0.08% | +6.8% |
| Q1 2023 | $332,834 | +5.3% | 13,574 | +1.6% | 0.07% | +2.8% |
| Q4 2022 | $316,208 | +8.7% | 13,359 | +2.9% | 0.07% | +1.4% |
| Q3 2022 | $291,000 | -13.6% | 12,984 | -2.1% | 0.07% | -6.7% |
| Q2 2022 | $337,000 | -14.5% | 13,259 | -6.5% | 0.08% | 0.0% |
| Q1 2022 | $394,000 | -38.1% | 14,184 | -34.0% | 0.08% | -33.6% |
| Q4 2021 | $637,000 | -20.3% | 21,489 | -18.0% | 0.11% | -25.7% |
| Q3 2021 | $799,000 | -12.8% | 26,219 | -5.9% | 0.15% | -12.6% |
| Q2 2021 | $916,000 | +5.2% | 27,869 | +1.6% | 0.17% | -2.2% |
| Q1 2021 | $871,000 | +27.9% | 27,424 | +23.5% | 0.18% | +22.8% |
| Q4 2020 | $681,000 | +32.0% | 22,214 | +15.1% | 0.14% | -2.7% |
| Q3 2020 | $516,000 | +24.6% | 19,294 | +13.4% | 0.15% | +14.6% |
| Q2 2020 | $414,000 | +14.4% | 17,014 | -2.9% | 0.13% | -4.4% |
| Q1 2020 | $362,000 | +11.0% | 17,514 | +46.9% | 0.14% | +44.7% |
| Q4 2019 | $326,000 | +11.6% | 11,920 | +2.5% | 0.09% | +5.6% |
| Q3 2019 | $292,000 | -4.3% | 11,630 | 0.0% | 0.09% | +3.5% |
| Q2 2019 | $305,000 | +1.3% | 11,630 | +0.5% | 0.09% | +2.4% |
| Q1 2019 | $301,000 | – | 11,575 | – | 0.08% | – |
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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% |