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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,259 | -8.2% | 94,350 | -5.6% | 0.01% | -12.5% |
| Q2 2023 | $2,461 | +5.0% | 99,919 | +4.5% | 0.01% | 0.0% |
| Q1 2023 | $2,344 | +2.7% | 95,577 | -0.9% | 0.01% | 0.0% |
| Q4 2022 | $2,282 | -99.9% | 96,397 | -1.4% | 0.01% | -11.1% |
| Q3 2022 | $2,481,000 | 0.0% | 97,765 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $2,481,000 | -15.3% | 97,765 | -7.3% | 0.01% | 0.0% |
| Q1 2022 | $2,929,000 | +42.6% | 105,475 | +52.1% | 0.01% | +50.0% |
| Q4 2021 | $2,054,000 | -25.0% | 69,361 | -22.7% | 0.01% | -33.3% |
| Q3 2021 | $2,737,000 | -0.3% | 89,781 | +7.5% | 0.01% | 0.0% |
| Q2 2021 | $2,746,000 | -0.1% | 83,528 | -3.4% | 0.01% | -10.0% |
| Q1 2021 | $2,749,000 | -6.2% | 86,508 | -9.6% | 0.01% | -16.7% |
| Q4 2020 | $2,932,000 | +3.2% | 95,647 | -9.9% | 0.01% | -14.3% |
| Q3 2020 | $2,840,000 | +0.1% | 106,132 | -8.9% | 0.01% | -6.7% |
| Q2 2020 | $2,838,000 | +0.1% | 116,538 | -15.0% | 0.02% | -16.7% |
| Q1 2020 | $2,836,000 | -80.6% | 137,065 | -74.4% | 0.02% | -76.3% |
| Q4 2019 | $14,644,000 | +6.5% | 535,049 | +2.1% | 0.08% | -2.6% |
| Q3 2019 | $13,754,000 | 0.0% | 524,153 | 0.0% | 0.08% | 0.0% |
| Q2 2019 | $13,754,000 | -4.4% | 524,153 | -5.2% | 0.08% | -10.3% |
| Q1 2019 | $14,388,000 | +10.5% | 553,159 | +0.0% | 0.09% | -4.4% |
| Q4 2018 | $13,015,000 | -11.7% | 553,134 | -3.6% | 0.09% | -6.2% |
| Q3 2018 | $14,746,000 | +110.5% | 573,559 | +112.0% | 0.10% | +94.0% |
| Q2 2018 | $7,005,000 | +85.6% | 270,583 | +99.5% | 0.05% | +85.2% |
| Q1 2018 | $3,774,000 | +99.2% | 135,613 | +100.0% | 0.03% | +80.0% |
| Q4 2017 | $1,895,000 | +7.2% | 67,808 | +3.2% | 0.02% | -6.2% |
| Q3 2017 | $1,768,000 | +8.9% | 65,708 | +0.6% | 0.02% | -5.9% |
| Q2 2017 | $1,623,000 | +2.3% | 65,311 | -1.3% | 0.02% | -10.5% |
| Q1 2017 | $1,586,000 | +156.6% | 66,163 | +130.9% | 0.02% | +111.1% |
| Q4 2016 | $618,000 | – | 28,655 | – | 0.01% | – |
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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% |