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 2021 | $460,000 | -46.9% | 15,088 | -42.8% | 0.06% | -47.2% |
| Q2 2021 | $867,000 | +3.6% | 26,356 | +0.1% | 0.12% | -3.9% |
| Q1 2021 | $837,000 | +5.5% | 26,333 | +1.8% | 0.13% | 0.0% |
| Q4 2020 | $793,000 | +12.6% | 25,864 | -1.8% | 0.13% | 0.0% |
| Q3 2020 | $704,000 | +9.7% | 26,325 | -0.2% | 0.13% | 0.0% |
| Q2 2020 | $642,000 | -30.6% | 26,379 | -41.0% | 0.13% | -42.9% |
| Q1 2020 | $925,000 | -26.5% | 44,723 | -2.7% | 0.22% | -1.8% |
| Q4 2019 | $1,258,000 | +11.5% | 45,946 | +2.4% | 0.23% | +3.2% |
| Q3 2019 | $1,128,000 | -3.3% | 44,871 | +0.9% | 0.22% | -5.6% |
| Q2 2019 | $1,166,000 | +23.5% | 44,453 | +22.6% | 0.23% | +20.0% |
| Q1 2019 | $944,000 | +51.3% | 36,272 | +36.7% | 0.20% | +35.4% |
| Q4 2018 | $624,000 | +63.8% | 26,534 | +100.0% | 0.14% | +77.8% |
| Q1 2018 | $381,000 | +12.1% | 13,270 | +9.1% | 0.08% | +14.1% |
| Q4 2017 | $340,000 | +3.7% | 12,167 | -0.2% | 0.07% | -1.4% |
| Q3 2017 | $328,000 | +62.4% | 12,191 | +49.9% | 0.07% | +56.5% |
| Q2 2017 | $202,000 | – | 8,132 | – | 0.05% | – |
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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% |