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 2022 | $14,758,000 | -10.8% | 658,831 | +1.1% | 5.19% | -8.8% |
| Q2 2022 | $16,539,000 | -7.6% | 651,665 | +1.1% | 5.69% | -12.6% |
| Q1 2022 | $17,899,000 | -3.1% | 644,541 | +3.4% | 6.51% | -0.7% |
| Q4 2021 | $18,464,000 | +1.4% | 623,355 | +4.3% | 6.56% | -0.2% |
| Q3 2021 | $18,211,000 | -1.2% | 597,470 | +6.5% | 6.57% | -1.1% |
| Q2 2021 | $18,439,000 | +6.3% | 560,807 | +3.0% | 6.64% | -12.3% |
| Q1 2021 | $17,343,000 | +5.8% | 544,517 | +1.9% | 7.57% | -0.5% |
| Q4 2020 | $16,385,000 | +21.1% | 534,596 | +5.8% | 7.61% | -1.7% |
| Q3 2020 | $13,526,000 | +8.8% | 505,468 | -1.0% | 7.75% | +4.0% |
| Q2 2020 | $12,436,000 | +22.4% | 510,700 | +4.0% | 7.45% | -13.7% |
| Q1 2020 | $10,156,000 | -51.8% | 490,879 | -36.3% | 8.63% | -40.2% |
| Q4 2019 | $21,078,000 | – | 770,120 | – | 14.42% | – |
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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% |