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 2021 | $840,000 | -35.4% | 27,572 | -30.3% | 0.04% | -33.9% |
| Q2 2021 | $1,300,000 | +3.4% | 39,540 | 0.0% | 0.06% | -3.4% |
| Q1 2021 | $1,257,000 | +3.7% | 39,540 | 0.0% | 0.06% | -4.9% |
| Q4 2020 | $1,212,000 | +14.6% | 39,540 | 0.0% | 0.06% | +1.7% |
| Q3 2020 | $1,058,000 | +9.9% | 39,540 | 0.0% | 0.06% | +1.7% |
| Q2 2020 | $963,000 | +17.7% | 39,540 | 0.0% | 0.06% | -3.3% |
| Q1 2020 | $818,000 | -24.4% | 39,540 | 0.0% | 0.06% | -3.2% |
| Q4 2019 | $1,082,000 | +8.9% | 39,540 | 0.0% | 0.06% | +1.6% |
| Q3 2019 | $994,000 | -4.2% | 39,540 | 0.0% | 0.06% | -16.2% |
| Q2 2019 | $1,038,000 | -6.7% | 39,540 | -7.6% | 0.07% | -5.1% |
| Q1 2019 | $1,113,000 | – | 42,777 | – | 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% |