SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 2.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,394 | -2.8% | 2,105 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $51,846 | -66.0% | 2,105 | -66.2% | 0.00% | -66.7% |
| Q1 2023 | $152,539 | +7.0% | 6,221 | +3.3% | 0.00% | 0.0% |
| Q4 2022 | $142,588 | +9.7% | 6,024 | +4.1% | 0.00% | 0.0% |
| Q3 2022 | $130,000 | -11.6% | 5,784 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $147,000 | -9.3% | 5,784 | -0.9% | 0.00% | 0.0% |
| Q1 2022 | $162,000 | -5.8% | 5,835 | +0.4% | 0.00% | 0.0% |
| Q4 2021 | $172,000 | -1.1% | 5,809 | +1.7% | 0.00% | 0.0% |
| Q3 2021 | $174,000 | -5.9% | 5,713 | +1.7% | 0.00% | 0.0% |
| Q2 2021 | $185,000 | +3.4% | 5,620 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $179,000 | +3.5% | 5,620 | -0.5% | 0.00% | -25.0% |
| Q4 2020 | $173,000 | +12.3% | 5,650 | -2.0% | 0.00% | 0.0% |
| Q3 2020 | $154,000 | +10.8% | 5,766 | +0.7% | 0.00% | 0.0% |
| Q2 2020 | $139,000 | +13.0% | 5,726 | -4.1% | 0.00% | 0.0% |
| Q1 2020 | $123,000 | -22.6% | 5,969 | +2.7% | 0.00% | -20.0% |
| Q4 2019 | $159,000 | +9.7% | 5,812 | +0.5% | 0.01% | 0.0% |
| Q3 2019 | $145,000 | – | 5,781 | – | 0.01% | – |
Download | ||||||
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% |