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 | $391,012 | +9.5% | 16,333 | +12.7% | 0.12% | +14.7% |
| Q2 2023 | $357,086 | +0.0% | 14,498 | -0.5% | 0.11% | -3.5% |
| Q1 2023 | $357,000 | -1.9% | 14,572 | -5.3% | 0.11% | -11.0% |
| Q4 2022 | $364,000 | +4.9% | 15,386 | -1.0% | 0.13% | -3.8% |
| Q3 2022 | $347,000 | -17.0% | 15,534 | -5.8% | 0.13% | -13.7% |
| Q2 2022 | $418,000 | -5.0% | 16,491 | +4.1% | 0.15% | +10.1% |
| Q1 2022 | $440,000 | -2.0% | 15,838 | +4.4% | 0.14% | +1.5% |
| Q4 2021 | $449,000 | +1.1% | 15,170 | +4.0% | 0.14% | -3.5% |
| Q3 2021 | $444,000 | -19.0% | 14,580 | -12.5% | 0.14% | -20.7% |
| Q2 2021 | $548,000 | +2.6% | 16,654 | -2.0% | 0.18% | -5.3% |
| Q1 2021 | $534,000 | -12.9% | 16,989 | -24.2% | 0.19% | -26.7% |
| Q4 2019 | $613,000 | +54.8% | 22,408 | +42.2% | 0.26% | +46.6% |
| Q3 2019 | $396,000 | – | 15,763 | – | 0.18% | – |
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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% |