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 | $1,257,957 | -7.0% | 52,546 | -4.4% | 0.02% | -4.3% |
| Q2 2023 | $1,353,070 | +98808.6% | 54,936 | -1.6% | 0.02% | -17.9% |
| Q1 2023 | $1,368 | +114.4% | 55,810 | +107.2% | 0.03% | +64.7% |
| Q4 2022 | $638 | -99.9% | 26,939 | -2.3% | 0.02% | -15.0% |
| Q3 2022 | $618,000 | -68.7% | 27,575 | -64.5% | 0.02% | -67.2% |
| Q2 2022 | $1,974,000 | +628.4% | 77,765 | +697.6% | 0.06% | +662.5% |
| Q1 2022 | $271,000 | -1.8% | 9,750 | +4.6% | 0.01% | 0.0% |
| Q4 2021 | $276,000 | -2.8% | 9,320 | -0.0% | 0.01% | -11.1% |
| Q3 2021 | $284,000 | -4.4% | 9,321 | +3.2% | 0.01% | -18.2% |
| Q2 2021 | $297,000 | +37.5% | 9,031 | +32.6% | 0.01% | +22.2% |
| Q1 2021 | $216,000 | – | 6,809 | – | 0.01% | – |
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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% |