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 2021 | $238,000 | -8.1% | 7,802 | -0.9% | 0.10% | -6.8% |
| Q2 2021 | $259,000 | +2.8% | 7,870 | -0.9% | 0.10% | -5.5% |
| Q1 2021 | $252,000 | -3.4% | 7,940 | -6.9% | 0.11% | +7.9% |
| Q4 2020 | $261,000 | +11.5% | 8,524 | -2.5% | 0.10% | -3.8% |
| Q3 2020 | $234,000 | +7.8% | 8,747 | -2.1% | 0.10% | -1.9% |
| Q2 2020 | $217,000 | -2.3% | 8,931 | -16.9% | 0.11% | -47.8% |
| Q1 2020 | $222,000 | -58.5% | 10,746 | -45.1% | 0.20% | -16.3% |
| Q4 2019 | $535,000 | +4.7% | 19,557 | -3.8% | 0.24% | +0.8% |
| Q3 2019 | $511,000 | -7.6% | 20,337 | -3.4% | 0.24% | -3.2% |
| Q2 2019 | $553,000 | -5.1% | 21,058 | -6.0% | 0.25% | -9.4% |
| Q1 2019 | $583,000 | -23.5% | 22,413 | -30.7% | 0.28% | -29.0% |
| Q4 2018 | $762,000 | -13.0% | 32,364 | -5.0% | 0.39% | +10.5% |
| Q3 2018 | $876,000 | -4.3% | 34,080 | -3.5% | 0.35% | -15.1% |
| Q2 2018 | $915,000 | -2.3% | 35,329 | +8.3% | 0.42% | -2.6% |
| Q1 2018 | $937,000 | +10.5% | 32,635 | +7.5% | 0.43% | +17.0% |
| Q4 2017 | $848,000 | +35.5% | 30,364 | +30.5% | 0.36% | +37.7% |
| Q3 2017 | $626,000 | +41.6% | 23,260 | +30.8% | 0.26% | +31.2% |
| Q2 2017 | $442,000 | +8.3% | 17,785 | +4.6% | 0.20% | +6.3% |
| Q1 2017 | $408,000 | +44.2% | 17,009 | +29.4% | 0.19% | +4.4% |
| Q4 2016 | $283,000 | +14.1% | 13,147 | +22.2% | 0.18% | +44.4% |
| Q3 2016 | $248,000 | – | 10,756 | – | 0.13% | – |
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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% |