SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 633 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $237,724 | -10.7% | 9,930 | -8.6% | 0.00% | 0.0% |
| Q1 2023 | $266,312 | -77.8% | 10,861 | -78.6% | 0.00% | -83.3% |
| Q4 2022 | $1,200,329 | +172.2% | 50,711 | +219.6% | 0.01% | +50.0% |
| Q1 2022 | $441,000 | +7250.0% | 15,868 | +7954.8% | 0.00% | – |
| Q3 2021 | $6,000 | -99.2% | 197 | -99.1% | 0.00% | -100.0% |
| Q2 2021 | $737,000 | +3104.3% | 22,412 | +2461.4% | 0.01% | – |
| Q3 2020 | $23,000 | -90.9% | 875 | -91.5% | 0.00% | -100.0% |
| Q2 2020 | $252,000 | – | 10,343 | – | 0.00% | – |
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% |