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 | $581,047 | -17.4% | 24,271 | -15.0% | 0.05% | -12.1% |
| Q2 2023 | $703,039 | +0.4% | 28,544 | 0.0% | 0.06% | -9.4% |
| Q1 2023 | $699,899 | +1.1% | 28,544 | -2.4% | 0.06% | -4.5% |
| Q4 2022 | $692,325 | -19.6% | 29,249 | -24.0% | 0.07% | -25.6% |
| Q3 2022 | $861,000 | +15.9% | 38,472 | +31.3% | 0.09% | +20.0% |
| Q2 2022 | $743,000 | -9.6% | 29,292 | -1.1% | 0.08% | +4.2% |
| Q1 2022 | $822,000 | -24.2% | 29,623 | -19.1% | 0.07% | -20.9% |
| Q4 2021 | $1,085,000 | -0.5% | 36,637 | +2.3% | 0.09% | -9.9% |
| Q3 2021 | $1,091,000 | -6.5% | 35,812 | +0.9% | 0.10% | -9.0% |
| Q2 2021 | $1,167,000 | +1.4% | 35,506 | -2.0% | 0.11% | -3.5% |
| Q1 2021 | $1,151,000 | +101.9% | 36,220 | +95.0% | 0.12% | +74.2% |
| Q4 2020 | $570,000 | +37.7% | 18,570 | +19.8% | 0.07% | +20.0% |
| Q3 2020 | $414,000 | +16.0% | 15,497 | +5.6% | 0.06% | +10.0% |
| Q2 2020 | $357,000 | +17.8% | 14,672 | 0.0% | 0.05% | -2.0% |
| Q1 2020 | $303,000 | -24.6% | 14,672 | 0.0% | 0.05% | -5.6% |
| Q4 2019 | $402,000 | +8.9% | 14,672 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $369,000 | -3.1% | 14,672 | +0.8% | 0.05% | -8.5% |
| Q2 2019 | $381,000 | +3.3% | 14,550 | +2.5% | 0.06% | +1.7% |
| Q1 2019 | $369,000 | – | 14,194 | – | 0.06% | – |
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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% |