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 | $275,381 | -3.8% | 11,502 | -1.0% | 0.24% | -1.2% |
| Q2 2023 | $286,323 | -43.0% | 11,624 | -43.3% | 0.25% | -21.6% |
| Q1 2023 | $502,520 | -8.0% | 20,494 | -11.2% | 0.32% | -11.5% |
| Q4 2022 | $546,000 | +9.6% | 23,075 | +3.8% | 0.36% | -1.4% |
| Q3 2022 | $498,000 | -14.1% | 22,233 | -2.8% | 0.36% | -7.4% |
| Q2 2022 | $580,000 | -11.9% | 22,864 | -3.6% | 0.39% | +4.0% |
| Q1 2022 | $658,000 | -9.2% | 23,711 | -3.1% | 0.38% | -4.8% |
| Q4 2021 | $725,000 | -4.7% | 24,471 | -1.9% | 0.39% | -13.2% |
| Q3 2021 | $761,000 | -7.5% | 24,955 | -0.3% | 0.45% | -9.0% |
| Q2 2021 | $823,000 | -1.0% | 25,022 | -4.3% | 0.50% | -8.9% |
| Q1 2021 | $831,000 | +3.7% | 26,149 | 0.0% | 0.55% | -4.7% |
| Q4 2020 | $801,000 | +13.3% | 26,149 | -1.1% | 0.58% | +2.0% |
| Q3 2020 | $707,000 | +6.0% | 26,439 | -3.4% | 0.56% | -3.9% |
| Q2 2020 | $667,000 | -12.9% | 27,373 | -26.1% | 0.59% | -24.3% |
| Q1 2020 | $766,000 | -38.3% | 37,020 | -18.3% | 0.78% | -29.8% |
| Q4 2019 | $1,241,000 | +13.7% | 45,326 | +4.4% | 1.10% | +7.7% |
| Q3 2019 | $1,091,000 | +16.6% | 43,407 | +21.7% | 1.02% | +2.1% |
| Q2 2019 | $936,000 | -0.8% | 35,670 | -1.7% | 1.00% | -2.7% |
| Q1 2019 | $944,000 | +17.6% | 36,295 | +6.4% | 1.03% | +0.6% |
| Q4 2018 | $803,000 | -3.8% | 34,118 | +5.1% | 1.03% | +12.9% |
| Q3 2018 | $835,000 | -2.5% | 32,463 | -1.8% | 0.91% | -9.1% |
| Q2 2018 | $856,000 | -9.5% | 33,046 | +0.2% | 1.00% | -13.0% |
| Q1 2018 | $946,000 | +52.6% | 32,971 | +48.6% | 1.15% | +49.2% |
| Q4 2017 | $620,000 | – | 22,189 | – | 0.77% | – |
Download | ||||||
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% |