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 2022 | $243,000 | -0.8% | 10,856 | +12.4% | 0.01% | +12.5% |
| Q2 2022 | $245,000 | -9.9% | 9,660 | -1.5% | 0.01% | 0.0% |
| Q1 2022 | $272,000 | -17.8% | 9,806 | -12.3% | 0.01% | -11.1% |
| Q4 2021 | $331,000 | +19.9% | 11,184 | +23.4% | 0.01% | +12.5% |
| Q3 2021 | $276,000 | -0.7% | 9,060 | +7.1% | 0.01% | 0.0% |
| Q2 2021 | $278,000 | +4.5% | 8,463 | +1.3% | 0.01% | 0.0% |
| Q1 2021 | $266,000 | +1.9% | 8,355 | -1.8% | 0.01% | -11.1% |
| Q4 2020 | $261,000 | -37.6% | 8,504 | -45.5% | 0.01% | -43.8% |
| Q3 2020 | $418,000 | +11.8% | 15,615 | +1.7% | 0.02% | +6.7% |
| Q2 2020 | $374,000 | +20.3% | 15,357 | +2.2% | 0.02% | 0.0% |
| Q1 2020 | $311,000 | +30.1% | 15,021 | +71.9% | 0.02% | +66.7% |
| Q4 2019 | $239,000 | +18.9% | 8,738 | +9.4% | 0.01% | 0.0% |
| Q3 2019 | $201,000 | -9.0% | 7,990 | -5.2% | 0.01% | -10.0% |
| Q2 2019 | $221,000 | +3.8% | 8,430 | +2.8% | 0.01% | -33.3% |
| Q1 2019 | $213,000 | +55.5% | 8,198 | +47.0% | 0.02% | +25.0% |
| Q1 2017 | $137,000 | – | 5,575 | – | 0.01% | – |
Download | ||||||
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% |