SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 633 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,906,436 | -4.2% | 121,405 | -1.4% | 0.67% | -2.9% |
| Q2 2023 | $3,033,456 | -9.9% | 123,161 | -10.3% | 0.69% | +0.3% |
| Q1 2023 | $3,365,810 | +10.2% | 137,268 | +6.4% | 0.69% | +3.1% |
| Q4 2022 | $3,053,985 | +112.7% | 129,023 | +101.2% | 0.67% | +59.1% |
| Q3 2022 | $1,436,000 | -5.5% | 64,115 | +7.1% | 0.42% | -0.9% |
| Q2 2022 | $1,520,000 | -57.9% | 59,891 | -54.0% | 0.42% | -53.9% |
| Q1 2022 | $3,614,000 | -52.8% | 130,152 | -49.7% | 0.92% | -49.7% |
| Q4 2021 | $7,658,000 | +123.1% | 258,557 | +129.5% | 1.83% | +106.3% |
| Q3 2021 | $3,433,000 | -6.2% | 112,641 | +1.2% | 0.89% | -6.4% |
| Q2 2021 | $3,660,000 | -27.4% | 111,311 | -29.8% | 0.95% | -23.1% |
| Q1 2021 | $5,042,000 | +20.1% | 158,651 | +15.8% | 1.23% | +5.4% |
| Q4 2020 | $4,198,000 | +22.2% | 136,952 | +6.6% | 1.17% | +1.5% |
| Q3 2020 | $3,436,000 | +13.7% | 128,416 | +3.4% | 1.15% | +11.5% |
| Q2 2020 | $3,023,000 | -0.8% | 124,150 | -15.7% | 1.03% | -7.5% |
| Q1 2020 | $3,047,000 | -16.5% | 147,260 | +10.4% | 1.12% | +2.6% |
| Q4 2019 | $3,651,000 | +27.7% | 133,386 | +17.2% | 1.09% | +22.5% |
| Q3 2019 | $2,859,000 | +0.8% | 113,780 | +5.3% | 0.89% | -10.2% |
| Q2 2019 | $2,836,000 | +6.7% | 108,073 | +5.8% | 0.99% | -1.2% |
| Q1 2019 | $2,657,000 | +6.0% | 102,138 | -4.1% | 1.00% | -7.5% |
| Q4 2018 | $2,506,000 | +318.4% | 106,492 | +357.1% | 1.08% | +185.8% |
| Q3 2018 | $599,000 | +10.5% | 23,296 | +11.4% | 0.38% | +5.3% |
| Q2 2018 | $542,000 | -52.6% | 20,916 | -47.5% | 0.36% | +11.5% |
| Q1 2018 | $1,144,000 | +96.9% | 39,850 | +91.6% | 0.32% | -3.9% |
| Q4 2017 | $581,000 | +13.0% | 20,796 | +8.9% | 0.34% | +1.5% |
| Q3 2017 | $514,000 | +24.8% | 19,102 | +15.1% | 0.33% | +22.6% |
| Q2 2017 | $412,000 | +77.6% | 16,597 | +71.8% | 0.27% | +69.8% |
| Q1 2017 | $232,000 | – | 9,660 | – | 0.16% | – |
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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% |