SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $5,906,000 | -12.0% | 199,403 | -9.4% | 0.99% | -20.4% |
| Q3 2021 | $6,712,000 | +3.5% | 220,197 | +11.7% | 1.24% | +4.2% |
| Q2 2021 | $6,482,000 | +18.3% | 197,152 | +14.3% | 1.19% | +0.2% |
| Q1 2021 | $5,480,000 | +4.2% | 172,432 | +0.5% | 1.19% | -17.4% |
| Q4 2020 | $5,258,000 | -17.4% | 171,541 | -27.9% | 1.44% | -22.6% |
| Q3 2020 | $6,366,000 | +6.4% | 237,880 | -3.2% | 1.86% | +12.3% |
| Q2 2020 | $5,981,000 | +40.7% | 245,639 | +19.5% | 1.65% | +9.0% |
| Q1 2020 | $4,252,000 | -47.3% | 205,507 | -30.3% | 1.52% | -36.7% |
| Q4 2019 | $8,070,000 | +3.0% | 294,861 | -5.4% | 2.40% | +15.9% |
| Q3 2019 | $7,832,000 | +4.6% | 311,677 | +9.2% | 2.07% | -5.5% |
| Q2 2019 | $7,490,000 | – | 285,428 | – | 2.19% | – |
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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% |