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 | $7,349,766 | +24.6% | 307,008 | +28.2% | 0.03% | +21.7% |
| Q2 2023 | $5,900,594 | -8.9% | 239,569 | -9.3% | 0.02% | -17.9% |
| Q1 2023 | $6,478,531 | +7.0% | 264,214 | +3.3% | 0.03% | -6.7% |
| Q4 2022 | $6,056,914 | -12.7% | 255,890 | -17.4% | 0.03% | -25.0% |
| Q3 2022 | $6,940,000 | -1.1% | 309,834 | +12.0% | 0.04% | -11.1% |
| Q2 2022 | $7,019,000 | -21.1% | 276,565 | -13.7% | 0.04% | -22.4% |
| Q1 2022 | $8,896,000 | +62.9% | 320,342 | +73.8% | 0.06% | +56.8% |
| Q4 2021 | $5,461,000 | +36.6% | 184,305 | +40.5% | 0.04% | +12.1% |
| Q3 2021 | $3,997,000 | -6.8% | 131,147 | +0.6% | 0.03% | -17.5% |
| Q2 2021 | $4,288,000 | +2.8% | 130,414 | -0.7% | 0.04% | -11.1% |
| Q1 2021 | $4,172,000 | -1.5% | 131,273 | -5.0% | 0.04% | -19.6% |
| Q4 2020 | $4,236,000 | +6.2% | 138,195 | -6.3% | 0.06% | -15.2% |
| Q3 2020 | $3,988,000 | -19.6% | 147,552 | -26.5% | 0.07% | -19.5% |
| Q2 2020 | $4,959,000 | +4.8% | 200,836 | -15.6% | 0.08% | -21.2% |
| Q1 2020 | $4,731,000 | -42.9% | 238,082 | -19.6% | 0.10% | -20.6% |
| Q4 2019 | $8,292,000 | +31.6% | 296,055 | +18.0% | 0.13% | -40.7% |
| Q3 2019 | $6,303,000 | +31.5% | 250,796 | +38.1% | 0.22% | +24.9% |
| Q2 2019 | $4,794,000 | -11.6% | 181,587 | -12.9% | 0.18% | -19.5% |
| Q1 2019 | $5,423,000 | +1216.3% | 208,496 | +1090.9% | 0.22% | +900.0% |
| Q4 2018 | $412,000 | -9.8% | 17,507 | -1.4% | 0.02% | +10.0% |
| Q3 2018 | $457,000 | +319.3% | 17,763 | +321.2% | 0.02% | +233.3% |
| Q2 2018 | $109,000 | +7.9% | 4,217 | +17.8% | 0.01% | 0.0% |
| Q1 2018 | $101,000 | -12.9% | 3,580 | -13.6% | 0.01% | -14.3% |
| Q4 2017 | $116,000 | -45.3% | 4,143 | -45.7% | 0.01% | -22.2% |
| Q3 2017 | $212,000 | +2020.0% | 7,623 | +1528.8% | 0.01% | +800.0% |
| Q1 2016 | $10,000 | – | 468 | – | 0.00% | – |
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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% |