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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,216,652 | -7.4% | 89,417 | -10.6% | 0.25% | -18.8% |
| Q3 2023 | $2,393,868 | -5.1% | 99,994 | -2.3% | 0.31% | -2.8% |
| Q2 2023 | $2,522,025 | -9.9% | 102,396 | -10.3% | 0.32% | -15.5% |
| Q1 2023 | $2,798,560 | -1.1% | 114,134 | -4.5% | 0.38% | -6.2% |
| Q4 2022 | $2,828,307 | +1.6% | 119,489 | -3.8% | 0.41% | -6.0% |
| Q3 2022 | $2,782,810 | -18.9% | 124,233 | -8.1% | 0.43% | -13.3% |
| Q2 2022 | $3,431,036 | -10.4% | 135,187 | -1.9% | 0.50% | +3.1% |
| Q1 2022 | $3,828,588 | -8.5% | 137,868 | -2.4% | 0.48% | -7.1% |
| Q4 2021 | $4,184,062 | -2.4% | 141,258 | +0.4% | 0.52% | -12.9% |
| Q3 2021 | $4,288,184 | -13.1% | 140,688 | -6.2% | 0.60% | -12.6% |
| Q2 2021 | $4,933,396 | +13.3% | 150,042 | +9.5% | 0.68% | +3.0% |
| Q1 2021 | $4,354,216 | +19.3% | 137,011 | +15.1% | 0.66% | +0.9% |
| Q4 2020 | $3,649,410 | +27.3% | 119,067 | +11.2% | 0.66% | +12.9% |
| Q3 2020 | $2,866,390 | +8.5% | 107,115 | -1.3% | 0.58% | -1.5% |
| Q2 2020 | $2,642,090 | +16.5% | 108,505 | -1.0% | 0.59% | +1.0% |
| Q1 2020 | $2,268,654 | -20.6% | 109,650 | +5.0% | 0.58% | -3.9% |
| Q4 2019 | $2,857,039 | +18.2% | 104,386 | +8.6% | 0.61% | +9.5% |
| Q3 2019 | $2,416,576 | +1.9% | 96,163 | +6.4% | 0.56% | -1.6% |
| Q2 2019 | $2,372,353 | +64.0% | 90,410 | +62.5% | 0.56% | +56.5% |
| Q1 2019 | $1,446,853 | +22.0% | 55,627 | +10.4% | 0.36% | +6.8% |
| Q4 2018 | $1,185,568 | -14.9% | 50,385 | -7.0% | 0.34% | +6.0% |
| Q3 2018 | $1,392,452 | +17.0% | 54,160 | +17.8% | 0.32% | +8.9% |
| Q2 2018 | $1,190,058 | +5.8% | 45,966 | +17.3% | 0.29% | -0.3% |
| Q1 2018 | $1,124,722 | +10.4% | 39,189 | +7.4% | 0.29% | +8.9% |
| Q4 2017 | $1,019,026 | +65.4% | 36,472 | +59.3% | 0.27% | +50.0% |
| Q3 2017 | $616,024 | +160.7% | 22,892 | +140.8% | 0.18% | +130.8% |
| Q2 2017 | $236,274 | +26.0% | 9,508 | +21.6% | 0.08% | +21.9% |
| Q1 2017 | $187,445 | +791.7% | 7,820 | +702.1% | 0.06% | +700.0% |
| Q4 2016 | $21,021 | – | 975 | – | 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% |