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 | $544,540 | -1.6% | 22,746 | +1.2% | 0.06% | 0.0% |
| Q2 2023 | $553,387 | -1.2% | 22,468 | -1.7% | 0.06% | -3.1% |
| Q1 2023 | $560,381 | +6.7% | 22,854 | +3.0% | 0.06% | +6.6% |
| Q4 2022 | $524,953 | +5.6% | 22,178 | +0.0% | 0.06% | -3.2% |
| Q3 2022 | $497,000 | -6.0% | 22,176 | +6.5% | 0.06% | -1.6% |
| Q2 2022 | $529,000 | -9.0% | 20,828 | -0.5% | 0.06% | +1.6% |
| Q1 2022 | $581,000 | -6.6% | 20,929 | -0.3% | 0.06% | +1.6% |
| Q4 2021 | $622,000 | -4.3% | 20,999 | -1.6% | 0.06% | -51.9% |
| Q3 2021 | $650,000 | -9.2% | 21,334 | -2.0% | 0.13% | -8.5% |
| Q2 2021 | $716,000 | +7.2% | 21,775 | +3.6% | 0.14% | +0.7% |
| Q1 2021 | $668,000 | +4.2% | 21,028 | +0.5% | 0.14% | -2.1% |
| Q4 2020 | $641,000 | +19.6% | 20,928 | +4.5% | 0.14% | +6.7% |
| Q3 2020 | $536,000 | +6.6% | 20,020 | -3.2% | 0.13% | -1.5% |
| Q2 2020 | $503,000 | +15.4% | 20,673 | -1.8% | 0.14% | +0.7% |
| Q1 2020 | $436,000 | -35.7% | 21,050 | -15.0% | 0.14% | -22.9% |
| Q4 2019 | $678,000 | +11.5% | 24,777 | +2.4% | 0.18% | +1.7% |
| Q3 2019 | $608,000 | +1.3% | 24,200 | +5.9% | 0.17% | -1.1% |
| Q2 2019 | $600,000 | 0.0% | 22,856 | -0.9% | 0.17% | -5.9% |
| Q1 2019 | $600,000 | +11.5% | 23,056 | +0.9% | 0.18% | +0.5% |
| Q4 2018 | $538,000 | +1.7% | 22,856 | +11.0% | 0.18% | +9.5% |
| Q3 2018 | $529,000 | -1.5% | 20,591 | -0.8% | 0.17% | -9.7% |
| Q2 2018 | $537,000 | -7.7% | 20,752 | +2.4% | 0.19% | -19.5% |
| Q1 2018 | $582,000 | +4.3% | 20,268 | +1.5% | 0.23% | +6.5% |
| Q4 2017 | $558,000 | +2.2% | 19,964 | -1.6% | 0.22% | -1.4% |
| Q3 2017 | $546,000 | +0.4% | 20,286 | -7.3% | 0.22% | -4.8% |
| Q2 2017 | $544,000 | +6.2% | 21,876 | +2.4% | 0.23% | -0.4% |
| Q1 2017 | $512,000 | +20.2% | 21,360 | +8.0% | 0.23% | +8.9% |
| Q4 2016 | $426,000 | -24.2% | 19,781 | -18.8% | 0.21% | -31.1% |
| Q3 2016 | $562,000 | +3.7% | 24,360 | -4.3% | 0.31% | -2.8% |
| Q2 2016 | $542,000 | -1.8% | 25,463 | -4.1% | 0.32% | -38.3% |
| Q1 2016 | $552,000 | +6.4% | 26,557 | -0.2% | 0.52% | -3.0% |
| Q4 2015 | $519,000 | – | 26,608 | – | 0.53% | – |
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% |