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 | $14,484 | -2.8% | 605 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $14,902 | +0.5% | 605 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $14,824 | +3.6% | 605 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $14,310 | -4.6% | 605 | -10.0% | 0.01% | -16.7% |
| Q3 2022 | $15,000 | -11.8% | 672 | +1.5% | 0.01% | -14.3% |
| Q2 2022 | $17,000 | -5.6% | 662 | +4.7% | 0.01% | +16.7% |
| Q1 2022 | $18,000 | +260.0% | 632 | +276.2% | 0.01% | +200.0% |
| Q4 2021 | $5,000 | 0.0% | 168 | +1.2% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | 0.0% | 166 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | -64.3% | 166 | -62.9% | 0.00% | -66.7% |
| Q4 2020 | $14,000 | -6.7% | 447 | -20.7% | 0.01% | -25.0% |
| Q3 2020 | $15,000 | -87.1% | 564 | -89.9% | 0.01% | -89.2% |
| Q1 2020 | $116,000 | -26.1% | 5,611 | -2.5% | 0.07% | -3.9% |
| Q4 2019 | $157,000 | -28.6% | 5,755 | -34.3% | 0.08% | -30.0% |
| Q3 2019 | $220,000 | -4.3% | 8,755 | 0.0% | 0.11% | -5.2% |
| Q2 2019 | $230,000 | -24.8% | 8,755 | -25.5% | 0.12% | -28.0% |
| Q1 2019 | $306,000 | +10.5% | 11,755 | 0.0% | 0.16% | +1.9% |
| Q4 2018 | $277,000 | +290.1% | 11,755 | +326.7% | 0.16% | +327.0% |
| Q3 2018 | $71,000 | 0.0% | 2,755 | 0.0% | 0.04% | -5.1% |
| Q2 2018 | $71,000 | -10.1% | 2,755 | 0.0% | 0.04% | -11.4% |
| Q1 2018 | $79,000 | +2.6% | 2,755 | 0.0% | 0.04% | +12.8% |
| Q4 2017 | $77,000 | +10.0% | 2,755 | +5.5% | 0.04% | +5.4% |
| Q3 2017 | $70,000 | +7.7% | 2,611 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $65,000 | +3.2% | 2,611 | 0.0% | 0.04% | +2.8% |
| Q1 2017 | $63,000 | +16.7% | 2,611 | +4.4% | 0.04% | +12.5% |
| Q4 2016 | $54,000 | -6.9% | 2,500 | 0.0% | 0.03% | -11.1% |
| Q3 2016 | $58,000 | +9.4% | 2,500 | 0.0% | 0.04% | +2.9% |
| Q2 2016 | $53,000 | -98.2% | 2,500 | -98.4% | 0.04% | -96.7% |
| Q4 2015 | $2,987,000 | +14835.0% | 153,100 | +17743.8% | 1.07% | +7571.4% |
| Q4 2014 | $20,000 | – | 858 | – | 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% |