SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $493,286 | +2.1% | 20,605 | +5.0% | 0.09% | -4.1% |
| Q2 2023 | $483,340 | +115.2% | 19,624 | +114.2% | 0.10% | +94.0% |
| Q1 2023 | $224,645 | -5.0% | 9,162 | -8.2% | 0.05% | -7.4% |
| Q4 2022 | $236,345 | -46.0% | 9,985 | -49.0% | 0.05% | -54.2% |
| Q3 2022 | $438,000 | +77.3% | 19,562 | +101.0% | 0.12% | +71.0% |
| Q2 2022 | $247,000 | -34.3% | 9,734 | -28.1% | 0.07% | -23.3% |
| Q1 2022 | $376,000 | -13.8% | 13,535 | -8.1% | 0.09% | -14.3% |
| Q4 2021 | $436,000 | -17.4% | 14,723 | -15.0% | 0.10% | -28.1% |
| Q3 2021 | $528,000 | +74.8% | 17,317 | +88.5% | 0.15% | +28.1% |
| Q2 2021 | $302,000 | +1.3% | 9,188 | -1.9% | 0.11% | +16.3% |
| Q1 2021 | $298,000 | +2.8% | 9,367 | -0.9% | 0.10% | -5.8% |
| Q4 2020 | $290,000 | +40.1% | 9,456 | +22.5% | 0.10% | +16.9% |
| Q3 2020 | $207,000 | – | 7,721 | – | 0.09% | – |
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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% |