SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 671 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $245,512 | -11.1% | 9,968 | -11.5% | 0.06% | -14.9% |
| Q1 2023 | $276,047 | +3.0% | 11,258 | -0.6% | 0.07% | -4.3% |
| Q4 2022 | $267,992 | -8.5% | 11,322 | -13.5% | 0.07% | -15.7% |
| Q3 2022 | $293,000 | +11.8% | 13,094 | +26.7% | 0.08% | +15.3% |
| Q2 2022 | $262,000 | -10.0% | 10,336 | -1.4% | 0.07% | +5.9% |
| Q1 2022 | $291,000 | -17.6% | 10,482 | -12.0% | 0.07% | -16.0% |
| Q4 2021 | $353,000 | -3.3% | 11,912 | -0.6% | 0.08% | -10.0% |
| Q3 2021 | $365,000 | -8.3% | 11,978 | -1.0% | 0.09% | -9.1% |
| Q2 2021 | $398,000 | +6.4% | 12,104 | +2.9% | 0.10% | +10.0% |
| Q1 2021 | $374,000 | -2.9% | 11,765 | -6.4% | 0.09% | -10.9% |
| Q4 2020 | $385,000 | +10.0% | 12,567 | -3.9% | 0.10% | -2.9% |
| Q3 2020 | $350,000 | +3.2% | 13,079 | -6.0% | 0.10% | -3.7% |
| Q2 2020 | $339,000 | -8.4% | 13,919 | -22.2% | 0.11% | -24.5% |
| Q1 2020 | $370,000 | -28.6% | 17,897 | -5.3% | 0.14% | -8.9% |
| Q4 2019 | $518,000 | +8.1% | 18,908 | -0.8% | 0.16% | 0.0% |
| Q3 2019 | $479,000 | -5.5% | 19,068 | -1.2% | 0.16% | -5.4% |
| Q2 2019 | $507,000 | +1.4% | 19,309 | +0.4% | 0.17% | -2.4% |
| Q1 2019 | $500,000 | +22.0% | 19,229 | +10.4% | 0.17% | +10.4% |
| Q4 2018 | $410,000 | +8.5% | 17,419 | +18.6% | 0.15% | +21.3% |
| Q3 2018 | $378,000 | -28.3% | 14,689 | -27.8% | 0.13% | -33.5% |
| Q2 2018 | $527,000 | -7.4% | 20,340 | +2.5% | 0.19% | -8.6% |
| Q1 2018 | $569,000 | -28.5% | 19,842 | -30.3% | 0.21% | -28.2% |
| Q4 2017 | $796,000 | -33.4% | 28,481 | -35.9% | 0.29% | -32.0% |
| Q3 2017 | $1,196,000 | +21.8% | 44,436 | +12.4% | 0.43% | +17.6% |
| Q2 2017 | $982,000 | -5.8% | 39,522 | -9.1% | 0.36% | -7.8% |
| Q1 2017 | $1,042,000 | +65.7% | 43,481 | +49.1% | 0.40% | +56.7% |
| Q4 2016 | $629,000 | -6.5% | 29,168 | 0.0% | 0.25% | -11.0% |
| Q3 2016 | $673,000 | +101.5% | 29,168 | +85.9% | 0.28% | +91.2% |
| Q2 2016 | $334,000 | – | 15,688 | – | 0.15% | – |
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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% |