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 | $619,588 | -3.3% | 25,881 | -0.5% | 0.12% | +0.8% |
| Q2 2023 | $640,672 | +0.8% | 26,012 | +0.3% | 0.12% | -7.7% |
| Q1 2023 | $635,667 | +3.7% | 25,924 | +0.1% | 0.13% | -7.1% |
| Q4 2022 | $612,873 | +5.9% | 25,892 | +0.1% | 0.14% | -7.9% |
| Q3 2022 | $579,000 | -11.9% | 25,868 | 0.0% | 0.15% | -9.5% |
| Q2 2022 | $657,000 | -8.2% | 25,868 | +0.4% | 0.17% | +0.6% |
| Q1 2022 | $716,000 | -6.0% | 25,770 | +0.2% | 0.17% | -9.2% |
| Q4 2021 | $762,000 | -18.2% | 25,719 | -15.9% | 0.18% | -27.3% |
| Q3 2021 | $932,000 | -7.3% | 30,575 | 0.0% | 0.25% | -7.3% |
| Q2 2021 | $1,005,000 | +1016.7% | 30,575 | +984.6% | 0.27% | +875.0% |
| Q1 2021 | $90,000 | +32.4% | 2,819 | +26.5% | 0.03% | +21.7% |
| Q4 2020 | $68,000 | +13.3% | 2,229 | 0.0% | 0.02% | -4.2% |
| Q3 2020 | $60,000 | +5.3% | 2,229 | -4.2% | 0.02% | 0.0% |
| Q2 2020 | $57,000 | +1.8% | 2,327 | -14.7% | 0.02% | -11.1% |
| Q1 2020 | $56,000 | – | 2,727 | – | 0.03% | – |
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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% |