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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,489,991 | -1.2% | 104,010 | +1.7% | 0.25% | -0.4% |
| Q2 2023 | $2,519,197 | +0.6% | 102,282 | +0.2% | 0.25% | -4.2% |
| Q1 2023 | $2,503,355 | -23.6% | 102,094 | -26.2% | 0.26% | -29.6% |
| Q4 2022 | $3,274,947 | +58.4% | 138,359 | +49.8% | 0.37% | +35.9% |
| Q3 2022 | $2,068,000 | +2.5% | 92,333 | +16.1% | 0.27% | +0.7% |
| Q2 2022 | $2,018,000 | +101.6% | 79,531 | +120.7% | 0.27% | +124.0% |
| Q1 2022 | $1,001,000 | -10.4% | 36,040 | -4.4% | 0.12% | -9.0% |
| Q4 2021 | $1,117,000 | +36.2% | 37,696 | +40.1% | 0.13% | +16.7% |
| Q3 2021 | $820,000 | -14.2% | 26,904 | -7.5% | 0.11% | -18.0% |
| Q2 2021 | $956,000 | +1.1% | 29,083 | -2.3% | 0.14% | -9.7% |
| Q1 2021 | $946,000 | +4.1% | 29,779 | +0.5% | 0.15% | -8.9% |
| Q4 2020 | $909,000 | +5.1% | 29,643 | -8.3% | 0.17% | -10.1% |
| Q3 2020 | $865,000 | -4.0% | 32,339 | -12.6% | 0.19% | -5.5% |
| Q2 2020 | $901,000 | +98.9% | 36,992 | +69.3% | 0.20% | +161.8% |
| Q1 2020 | $453,000 | +106.8% | 21,852 | +140.7% | 0.08% | +192.3% |
| Q4 2019 | $219,000 | – | 9,080 | – | 0.03% | – |
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% |