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 | $7,084,085 | +0.7% | 295,910 | +3.6% | 2.96% | +3.1% |
| Q2 2023 | $7,034,279 | +4.3% | 285,598 | +3.8% | 2.87% | -0.3% |
| Q1 2023 | $6,744,177 | +2.1% | 275,048 | -1.4% | 2.88% | -5.4% |
| Q4 2022 | $6,603,007 | -2.5% | 278,961 | -7.7% | 3.04% | -10.5% |
| Q3 2022 | $6,771,000 | +15.4% | 302,277 | +30.7% | 3.40% | +8.2% |
| Q2 2022 | $5,869,000 | -9.2% | 231,255 | -0.7% | 3.14% | +0.2% |
| Q1 2022 | $6,464,000 | +22.8% | 232,787 | +31.0% | 3.13% | +22.4% |
| Q4 2021 | $5,265,000 | +6.5% | 177,740 | +9.6% | 2.56% | -5.1% |
| Q3 2021 | $4,942,000 | +4.7% | 162,151 | +12.9% | 2.70% | +1.8% |
| Q2 2021 | $4,721,000 | +19.5% | 143,574 | +15.5% | 2.65% | +6.5% |
| Q1 2021 | $3,949,000 | +24.8% | 124,274 | +20.4% | 2.49% | +11.8% |
| Q4 2020 | $3,164,000 | +23.7% | 103,232 | +8.0% | 2.23% | +8.2% |
| Q3 2020 | $2,557,000 | +23.0% | 95,547 | +11.9% | 2.06% | +7.0% |
| Q2 2020 | $2,079,000 | +60.0% | 85,370 | +36.0% | 1.92% | +29.8% |
| Q1 2020 | $1,299,000 | -16.1% | 62,784 | +10.9% | 1.48% | +25.9% |
| Q4 2019 | $1,549,000 | +14.8% | 56,595 | +5.4% | 1.18% | +6.2% |
| Q3 2019 | $1,349,000 | -53.2% | 53,695 | -51.1% | 1.11% | -53.4% |
| Q2 2019 | $2,882,000 | +5.4% | 109,827 | +4.5% | 2.37% | +2.3% |
| Q1 2019 | $2,734,000 | +413.9% | 105,117 | +364.5% | 2.32% | +321.1% |
| Q4 2018 | $532,000 | – | 22,630 | – | 0.55% | – |
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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% |