SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 633 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,884,677 | +4.1% | 78,725 | +7.1% | 0.26% | +0.4% |
| Q2 2023 | $1,810,823 | +5.8% | 73,521 | +5.8% | 0.26% | -5.5% |
| Q1 2023 | $1,710,911 | +17.7% | 69,493 | +13.2% | 0.28% | -3.2% |
| Q4 2022 | $1,453,453 | +5.2% | 61,405 | -0.4% | 0.28% | -2.7% |
| Q3 2022 | $1,381,000 | -12.6% | 61,660 | -0.9% | 0.29% | -12.6% |
| Q2 2022 | $1,580,000 | -7.3% | 62,245 | +3.1% | 0.33% | +7.1% |
| Q1 2022 | $1,705,000 | -7.5% | 60,357 | -1.6% | 0.31% | +4.0% |
| Q4 2021 | $1,844,000 | -7.2% | 61,344 | -1.1% | 0.30% | -16.0% |
| Q3 2021 | $1,986,000 | 0.0% | 62,004 | 0.0% | 0.36% | 0.0% |
| Q2 2021 | $1,986,000 | +11.4% | 62,004 | +10.6% | 0.36% | +1.7% |
| Q1 2021 | $1,782,000 | +14.4% | 56,077 | +10.3% | 0.35% | +9.0% |
| Q4 2020 | $1,558,000 | +30.2% | 50,831 | +17.6% | 0.32% | -3.3% |
| Q3 2020 | $1,197,000 | -98.3% | 43,219 | -98.5% | 0.33% | -88.9% |
| Q1 2020 | $70,194,000 | +5874.0% | 2,815,218 | +6454.9% | 3.01% | +2325.8% |
| Q4 2019 | $1,175,000 | – | 42,948 | – | 0.12% | – |
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% |