SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 2.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,512 | +37.7% | 272 | +41.7% | 0.00% | 0.0% |
| Q2 2023 | $4,729 | +14.8% | 192 | +14.3% | 0.00% | 0.0% |
| Q1 2023 | $4,119 | +3.6% | 168 | 0.0% | 0.00% | -50.0% |
| Q4 2022 | $3,977 | -0.6% | 168 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | -98.8% | 168 | -98.7% | 0.00% | -98.7% |
| Q2 2022 | $325,000 | -4.4% | 12,787 | +4.4% | 0.15% | +14.4% |
| Q1 2022 | $340,000 | -0.3% | 12,245 | +6.5% | 0.13% | -11.4% |
| Q4 2021 | $341,000 | +3.0% | 11,501 | +6.0% | 0.15% | -11.3% |
| Q3 2021 | $331,000 | -25.8% | 10,852 | -20.0% | 0.17% | -29.4% |
| Q2 2021 | $446,000 | +14.4% | 13,560 | +10.4% | 0.24% | -8.8% |
| Q1 2021 | $390,000 | +38900.0% | 12,286 | +45403.7% | 0.26% | +26000.0% |
| Q2 2020 | $1,000 | 0.0% | 27 | -48.1% | 0.00% | 0.0% |
| Q1 2020 | $1,000 | -50.0% | 52 | -26.8% | 0.00% | 0.0% |
| Q4 2019 | $2,000 | – | 71 | – | 0.00% | – |
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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% |