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 | $6,224 | -2.8% | 260 | 0.0% | 0.00% | – |
| Q2 2023 | $6,403 | -36.8% | 260 | -37.0% | 0.00% | – |
| Q1 2023 | $10,126 | +3.6% | 413 | 0.0% | 0.00% | – |
| Q4 2022 | $9,775 | +8.6% | 413 | 0.0% | 0.00% | – |
| Q3 2022 | $9,000 | -10.0% | 413 | 0.0% | 0.00% | – |
| Q2 2022 | $10,000 | -90.1% | 413 | -88.6% | 0.00% | -100.0% |
| Q1 2022 | $101,000 | -15.1% | 3,625 | -10.2% | 0.01% | +50.0% |
| Q4 2021 | $119,000 | -2.5% | 4,038 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $122,000 | -7.6% | 4,038 | 0.0% | 0.00% | -42.9% |
| Q2 2021 | $132,000 | +14.8% | 4,038 | +11.4% | 0.01% | 0.0% |
| Q1 2021 | $115,000 | +3.6% | 3,625 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $111,000 | +14.4% | 3,625 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $97,000 | +10.2% | 3,625 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $88,000 | +17.3% | 3,625 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $75,000 | -33.0% | 3,625 | -12.2% | 0.01% | -12.5% |
| Q4 2019 | $112,000 | -20.6% | 4,127 | -26.6% | 0.01% | -27.3% |
| Q3 2019 | $141,000 | +48.4% | 5,625 | +55.2% | 0.01% | +57.1% |
| Q2 2019 | $95,000 | -5.0% | 3,625 | -6.6% | 0.01% | -12.5% |
| Q1 2019 | $100,000 | -88.7% | 3,881 | -89.7% | 0.01% | -89.9% |
| Q4 2018 | $884,000 | -9.4% | 37,562 | -1.1% | 0.08% | +3.9% |
| Q3 2018 | $976,000 | -2.1% | 37,993 | -1.3% | 0.08% | -9.5% |
| Q2 2018 | $997,000 | – | 38,511 | – | 0.08% | – |
| Q2 2017 | $0 | – | 0 | – | 0.00% | – |
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% |