SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $275,000 | -5.5% | 9,277 | -2.9% | 0.03% | -15.6% |
| Q3 2021 | $291,000 | -6.1% | 9,556 | +1.4% | 0.03% | -8.6% |
| Q2 2021 | $310,000 | +1.3% | 9,422 | -2.3% | 0.04% | -10.3% |
| Q1 2021 | $306,000 | +14.6% | 9,642 | +10.8% | 0.04% | -13.3% |
| Q4 2020 | $267,000 | +17.1% | 8,702 | +4.4% | 0.04% | +2.3% |
| Q3 2020 | $228,000 | +2.2% | 8,339 | -0.8% | 0.04% | -12.0% |
| Q2 2020 | $223,000 | 0.0% | 8,409 | -18.2% | 0.05% | -16.7% |
| Q1 2020 | $223,000 | -53.8% | 10,280 | -41.3% | 0.06% | -49.2% |
| Q4 2019 | $483,000 | +8.5% | 17,521 | -1.3% | 0.12% | -4.1% |
| Q3 2019 | $445,000 | -9.7% | 17,754 | -5.4% | 0.12% | -8.2% |
| Q2 2019 | $493,000 | -0.8% | 18,774 | +0.8% | 0.13% | -11.3% |
| Q1 2019 | $497,000 | +5.7% | 18,617 | +0.8% | 0.15% | +2.7% |
| Q4 2018 | $470,000 | +7.1% | 18,468 | +1.1% | 0.15% | -56.9% |
| Q3 2018 | $439,000 | -10.4% | 18,275 | -3.5% | 0.34% | -21.1% |
| Q2 2018 | $490,000 | -5.6% | 18,939 | +4.8% | 0.43% | -12.2% |
| Q1 2018 | $519,000 | +20.4% | 18,077 | +17.2% | 0.49% | +9.1% |
| Q4 2017 | $431,000 | – | 15,426 | – | 0.45% | – |
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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% |