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 2022 | $77,000 | -11.5% | 3,444 | 0.0% | 0.03% | +6.5% |
| Q2 2022 | $87,000 | -8.4% | 3,444 | +0.3% | 0.03% | -8.8% |
| Q1 2022 | $95,000 | -6.9% | 3,434 | +0.1% | 0.03% | -19.0% |
| Q4 2021 | $102,000 | 0.0% | 3,432 | +2.1% | 0.04% | -22.2% |
| Q3 2021 | $102,000 | -7.3% | 3,360 | 0.0% | 0.05% | -38.6% |
| Q2 2021 | $110,000 | +3.8% | 3,360 | +0.6% | 0.09% | -8.3% |
| Q1 2021 | $106,000 | +3.9% | 3,339 | 0.0% | 0.10% | +45.5% |
| Q4 2020 | $102,000 | +15.9% | 3,339 | +1.8% | 0.07% | -4.3% |
| Q3 2020 | $88,000 | +10.0% | 3,281 | 0.0% | 0.07% | +4.5% |
| Q2 2020 | $80,000 | +19.4% | 3,281 | +0.5% | 0.07% | -37.1% |
| Q1 2020 | $67,000 | -25.6% | 3,266 | 0.0% | 0.10% | -3.7% |
| Q4 2019 | $90,000 | +12.5% | 3,266 | +2.7% | 0.11% | -0.9% |
| Q3 2019 | $80,000 | +2566.7% | 3,181 | +2642.2% | 0.11% | +205.6% |
| Q3 2018 | $3,000 | – | 116 | – | 0.04% | – |
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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% |