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 | $11,707 | -2.8% | 489 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $12,045 | +0.0% | 489 | -0.4% | 0.00% | 0.0% |
| Q1 2023 | $12,040 | +1.5% | 491 | -2.0% | 0.00% | 0.0% |
| Q4 2022 | $11,859 | +7.8% | 501 | +0.4% | 0.00% | 0.0% |
| Q3 2022 | $11,000 | -45.0% | 499 | -36.1% | 0.00% | -40.0% |
| Q2 2022 | $20,000 | -74.4% | 781 | -72.2% | 0.01% | -72.2% |
| Q1 2022 | $78,000 | -48.7% | 2,806 | -45.2% | 0.02% | -47.1% |
| Q4 2021 | $152,000 | -87.8% | 5,125 | -87.5% | 0.03% | -88.4% |
| Q3 2021 | $1,245,000 | -7.5% | 40,842 | -0.2% | 0.29% | -6.7% |
| Q2 2021 | $1,346,000 | +7.3% | 40,943 | +3.8% | 0.32% | +2.6% |
| Q1 2021 | $1,254,000 | +2.2% | 39,451 | -1.4% | 0.31% | -10.8% |
| Q4 2020 | $1,227,000 | +13.4% | 40,017 | -1.1% | 0.34% | -5.2% |
| Q3 2020 | $1,082,000 | +6.6% | 40,450 | -3.0% | 0.36% | -1.1% |
| Q2 2020 | $1,015,000 | +95.2% | 41,693 | +66.0% | 0.37% | +60.3% |
| Q1 2020 | $520,000 | -13.6% | 25,115 | +14.2% | 0.23% | +2.7% |
| Q4 2019 | $602,000 | +12.7% | 21,988 | +3.5% | 0.22% | +10.4% |
| Q3 2019 | $534,000 | -5.0% | 21,240 | -0.8% | 0.20% | -3.8% |
| Q2 2019 | $562,000 | +0.7% | 21,412 | -0.2% | 0.21% | -3.2% |
| Q1 2019 | $558,000 | +15.5% | 21,456 | +4.6% | 0.22% | -3.6% |
| Q4 2018 | $483,000 | -18.4% | 20,516 | -11.0% | 0.22% | -2.6% |
| Q3 2018 | $592,000 | +0.9% | 23,045 | +1.7% | 0.23% | -5.7% |
| Q2 2018 | $587,000 | -5.9% | 22,664 | +4.2% | 0.24% | -11.9% |
| Q1 2018 | $624,000 | +14.5% | 21,759 | +11.5% | 0.28% | +13.9% |
| Q4 2017 | $545,000 | +21.9% | 19,516 | +17.4% | 0.24% | +17.9% |
| Q3 2017 | $447,000 | +24.9% | 16,618 | +15.2% | 0.21% | +20.3% |
| Q2 2017 | $358,000 | +17.8% | 14,425 | +13.6% | 0.17% | +12.4% |
| Q1 2017 | $304,000 | +29.9% | 12,695 | +17.0% | 0.15% | +6.2% |
| Q4 2016 | $234,000 | – | 10,846 | – | 0.14% | – |
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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% |