SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $72,658 | -51.1% | 3,035 | -49.7% | 0.06% | -53.4% |
| Q2 2023 | $148,642 | +0.4% | 6,035 | 0.0% | 0.13% | -9.7% |
| Q1 2023 | $147,978 | -67.2% | 6,035 | -68.4% | 0.14% | -72.0% |
| Q4 2022 | $451,624 | +5.8% | 19,080 | 0.0% | 0.52% | +2.2% |
| Q3 2022 | $427,000 | -56.8% | 19,080 | -51.1% | 0.51% | -50.8% |
| Q2 2022 | $989,000 | -19.1% | 38,979 | -11.5% | 1.03% | +1.2% |
| Q1 2022 | $1,223,000 | -10.5% | 44,046 | -4.5% | 1.02% | -1.5% |
| Q4 2021 | $1,366,000 | -2.4% | 46,106 | +0.5% | 1.03% | -4.1% |
| Q3 2021 | $1,399,000 | -3.1% | 45,894 | +4.5% | 1.08% | -7.8% |
| Q2 2021 | $1,444,000 | -8.2% | 43,923 | -11.3% | 1.17% | -9.9% |
| Q1 2021 | $1,573,000 | +15.2% | 49,494 | +11.0% | 1.30% | +5.2% |
| Q4 2020 | $1,366,000 | +93.5% | 44,570 | +69.0% | 1.23% | +69.6% |
| Q3 2020 | $706,000 | +10.3% | 26,370 | +0.3% | 0.73% | -2.3% |
| Q2 2020 | $640,000 | -2.6% | 26,293 | -17.2% | 0.74% | -13.5% |
| Q1 2020 | $657,000 | -39.1% | 31,774 | -19.4% | 0.86% | -16.8% |
| Q4 2019 | $1,079,000 | – | 39,406 | – | 1.03% | – |
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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% |