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 | $9,409 | -2.8% | 393 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $9,680 | +0.5% | 393 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $9,635 | +106955.6% | 393 | 0.0% | 0.00% | – |
| Q4 2022 | $9 | -99.9% | 393 | 0.0% | 0.00% | – |
| Q3 2022 | $8,000 | -11.1% | 393 | 0.0% | 0.00% | – |
| Q2 2022 | $9,000 | -10.0% | 393 | 0.0% | 0.00% | – |
| Q1 2022 | $10,000 | -9.1% | 393 | 0.0% | 0.00% | – |
| Q4 2021 | $11,000 | 0.0% | 393 | 0.0% | 0.00% | – |
| Q3 2021 | $11,000 | -8.3% | 393 | 0.0% | 0.00% | – |
| Q2 2021 | $12,000 | 0.0% | 393 | 0.0% | 0.00% | – |
| Q1 2021 | $12,000 | +71.4% | 393 | +63.8% | 0.00% | – |
| Q4 2020 | $7,000 | +16.7% | 240 | 0.0% | 0.00% | – |
| Q3 2020 | $6,000 | +20.0% | 240 | +14.8% | 0.00% | – |
| Q2 2020 | $5,000 | +25.0% | 209 | 0.0% | 0.00% | – |
| Q1 2020 | $4,000 | -20.0% | 209 | 0.0% | 0.00% | – |
| Q2 2019 | $5,000 | – | 209 | – | 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% |