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 | $14,016,336 | -1.5% | 585,478 | +1.3% | 1.72% | +1.3% |
| Q2 2023 | $14,232,586 | +1.2% | 577,856 | +0.7% | 1.70% | -1.3% |
| Q1 2023 | $14,070,248 | +3.5% | 573,827 | -0.1% | 1.72% | -3.0% |
| Q4 2022 | $13,596,767 | -7.4% | 574,430 | -12.4% | 1.77% | -12.6% |
| Q3 2022 | $14,690,000 | -11.7% | 655,825 | +0.0% | 2.03% | -10.8% |
| Q2 2022 | $16,641,000 | -22.2% | 655,658 | -14.9% | 2.27% | -7.3% |
| Q1 2022 | $21,395,000 | -4.3% | 770,439 | +2.1% | 2.45% | -0.6% |
| Q4 2021 | $22,356,000 | +3.5% | 754,761 | +6.5% | 2.47% | -1.4% |
| Q3 2021 | $21,593,000 | -1.8% | 708,429 | +5.9% | 2.50% | -2.2% |
| Q2 2021 | $21,992,000 | +7.1% | 668,870 | +3.5% | 2.56% | -0.3% |
| Q1 2021 | $20,531,000 | +12.7% | 646,044 | +8.7% | 2.57% | +6.2% |
| Q4 2020 | $18,214,000 | +19.7% | 594,254 | +4.5% | 2.42% | +1.0% |
| Q3 2020 | $15,215,000 | +10.3% | 568,572 | +0.4% | 2.39% | +3.7% |
| Q2 2020 | $13,792,000 | +7.4% | 566,413 | -8.8% | 2.31% | -16.8% |
| Q1 2020 | $12,843,000 | -6.8% | 620,731 | +23.3% | 2.77% | +20.6% |
| Q4 2019 | $13,780,000 | +19.8% | 503,459 | +10.0% | 2.30% | +13.1% |
| Q3 2019 | $11,499,000 | +13.6% | 457,582 | +18.6% | 2.03% | +10.5% |
| Q2 2019 | $10,120,000 | +27.0% | 385,675 | +25.9% | 1.84% | +23.1% |
| Q1 2019 | $7,966,000 | +46.0% | 306,263 | +32.0% | 1.49% | +24.7% |
| Q4 2018 | $5,458,000 | +118.7% | 231,953 | +138.9% | 1.20% | +145.8% |
| Q3 2018 | $2,496,000 | +62.6% | 97,099 | +63.8% | 0.49% | +54.6% |
| Q2 2018 | $1,535,000 | -3.7% | 59,279 | +6.7% | 0.32% | -4.3% |
| Q1 2018 | $1,594,000 | +10.2% | 55,541 | +7.3% | 0.33% | +3.5% |
| Q4 2017 | $1,447,000 | +13.6% | 51,781 | +11.0% | 0.32% | +7.1% |
| Q3 2017 | $1,274,000 | +134.6% | 46,648 | +114.2% | 0.30% | +113.7% |
| Q2 2017 | $543,000 | +8.8% | 21,779 | +5.4% | 0.14% | +1.5% |
| Q1 2017 | $499,000 | +23.5% | 20,658 | +11.3% | 0.14% | -2.1% |
| Q4 2016 | $404,000 | -14.0% | 18,561 | -9.0% | 0.14% | -14.6% |
| Q3 2016 | $470,000 | -19.9% | 20,403 | -27.0% | 0.16% | -24.4% |
| Q2 2016 | $587,000 | – | 27,948 | – | 0.22% | – |
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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% |