SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.63 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $331,839 | -34.3% | 13,861 | -32.4% | 0.00% | -33.3% |
| Q2 2023 | $504,702 | -84.1% | 20,491 | -84.2% | 0.00% | -85.0% |
| Q1 2023 | $3,176,005 | +769.3% | 129,527 | +739.2% | 0.02% | +566.7% |
| Q4 2022 | $365,338 | -19.5% | 15,435 | -23.9% | 0.00% | -25.0% |
| Q3 2022 | $454,000 | -9.9% | 20,278 | +2.2% | 0.00% | 0.0% |
| Q2 2022 | $504,000 | -21.5% | 19,842 | -14.2% | 0.00% | 0.0% |
| Q1 2022 | $642,000 | +9.2% | 23,113 | +16.5% | 0.00% | 0.0% |
| Q4 2021 | $588,000 | -51.2% | 19,845 | -49.8% | 0.00% | -60.0% |
| Q3 2021 | $1,204,000 | +248.0% | 39,497 | +275.5% | 0.01% | +233.3% |
| Q2 2021 | $346,000 | +21.8% | 10,519 | +17.6% | 0.00% | 0.0% |
| Q1 2021 | $284,000 | -80.1% | 8,945 | -80.8% | 0.00% | -81.2% |
| Q4 2020 | $1,425,000 | +12.1% | 46,484 | -2.1% | 0.02% | -11.1% |
| Q3 2020 | $1,271,000 | +9.9% | 47,501 | -0.0% | 0.02% | 0.0% |
| Q2 2020 | $1,157,000 | +14.7% | 47,517 | -2.6% | 0.02% | -21.7% |
| Q1 2020 | $1,009,000 | -22.8% | 48,767 | +2.1% | 0.02% | -17.9% |
| Q4 2019 | $1,307,000 | +12.7% | 47,756 | +3.5% | 0.03% | -17.6% |
| Q3 2019 | $1,160,000 | +76.3% | 46,143 | +84.1% | 0.03% | +70.0% |
| Q2 2019 | $658,000 | – | 25,061 | – | 0.02% | – |
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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% |