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 2023 | $1,473,427 | +6.2% | 61,547 | +9.3% | 0.32% | +16.8% |
| Q2 2023 | $1,386,759 | +11.9% | 56,304 | +11.4% | 0.27% | +18.1% |
| Q1 2023 | $1,239,523 | +28.4% | 50,552 | +23.9% | 0.23% | +11.0% |
| Q4 2022 | $965,417 | +14.4% | 40,787 | +8.2% | 0.21% | -35.7% |
| Q3 2022 | $844,000 | -6.7% | 37,680 | +5.7% | 0.32% | +18.6% |
| Q2 2022 | $905,000 | -2.0% | 35,661 | +7.3% | 0.27% | +33.0% |
| Q1 2022 | $923,000 | +22.6% | 33,241 | +30.8% | 0.21% | +56.1% |
| Q4 2021 | $753,000 | -2.3% | 25,414 | +0.4% | 0.13% | -11.4% |
| Q3 2021 | $771,000 | -11.0% | 25,303 | -3.9% | 0.15% | -10.8% |
| Q2 2021 | $866,000 | +15.3% | 26,323 | +11.4% | 0.17% | +6.4% |
| Q1 2021 | $751,000 | +20.9% | 23,639 | +16.6% | 0.16% | +5.4% |
| Q4 2020 | $621,000 | +26.2% | 20,267 | +10.3% | 0.15% | +11.2% |
| Q3 2020 | $492,000 | +61.8% | 18,372 | +47.0% | 0.13% | +38.1% |
| Q2 2020 | $304,000 | +768.6% | 12,498 | +823.0% | 0.10% | +592.9% |
| Q3 2018 | $35,000 | -98.7% | 1,354 | -98.7% | 0.01% | -98.8% |
| Q2 2018 | $2,627,000 | – | 101,479 | – | 1.13% | – |
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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% |