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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,376,342 | +1.2% | 137,083 | +0.7% | 2.57% | -10.2% |
| Q1 2023 | $3,336,324 | +2.4% | 136,065 | -1.1% | 2.86% | -8.6% |
| Q4 2022 | $3,256,884 | -12.1% | 137,595 | -16.8% | 3.13% | -17.5% |
| Q3 2022 | $3,705,000 | -11.8% | 165,392 | -0.1% | 3.79% | -7.3% |
| Q2 2022 | $4,202,000 | -30.5% | 165,565 | -23.9% | 4.09% | -17.3% |
| Q1 2022 | $6,044,000 | -9.6% | 217,654 | -3.6% | 4.95% | -7.3% |
| Q4 2021 | $6,689,000 | -1.9% | 225,830 | +1.0% | 5.33% | -8.5% |
| Q3 2021 | $6,818,000 | -7.6% | 223,688 | -0.3% | 5.83% | -7.0% |
| Q2 2021 | $7,375,000 | +5.0% | 224,286 | +1.5% | 6.27% | -1.8% |
| Q1 2021 | $7,025,000 | +3.2% | 221,061 | -0.4% | 6.38% | -3.6% |
| Q4 2020 | $6,805,000 | – | 222,026 | – | 6.62% | – |
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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% |