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 | $1,126 | -2.8% | 47 | 0.0% | 0.00% | – |
Q2 2023 | $1,158 | +0.4% | 47 | 0.0% | 0.00% | – |
Q1 2023 | $1,153 | -93.3% | 47 | -93.6% | 0.00% | -100.0% |
Q4 2022 | $17,326 | +8.3% | 732 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $16,000 | -36.0% | 732 | -25.0% | 0.00% | -50.0% |
Q2 2022 | $25,000 | -13.8% | 976 | +2.1% | 0.00% | 0.0% |
Q3 2021 | $29,000 | -6.5% | 956 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $31,000 | +3.3% | 956 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $30,000 | +3.4% | 956 | 0.0% | 0.00% | -20.0% |
Q4 2020 | $29,000 | -35.6% | 956 | -43.4% | 0.01% | -44.4% |
Q3 2020 | $45,000 | +9.8% | 1,688 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $41,000 | +17.1% | 1,688 | 0.0% | 0.01% | +12.5% |
Q1 2020 | $35,000 | -28.6% | 1,688 | -4.9% | 0.01% | -11.1% |
Q4 2019 | $49,000 | +8.9% | 1,775 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $45,000 | 0.0% | 1,775 | +3.9% | 0.01% | 0.0% |
Q2 2019 | $45,000 | +2.3% | 1,708 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $44,000 | +10.0% | 1,708 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $40,000 | -96.0% | 1,708 | -95.6% | 0.01% | -98.0% |
Q3 2018 | $1,008,000 | +50300.0% | 39,224 | +44985.1% | 0.45% | – |
Q2 2018 | $2,000 | – | 87 | – | 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% |