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 | ||||
---|---|---|---|---|---|---|
Q4 2021 | $3,918,000 | -3.0% | 132,290 | -0.2% | 1.28% | -9.4% |
Q3 2021 | $4,040,000 | -2.0% | 132,560 | +5.8% | 1.42% | +0.4% |
Q2 2021 | $4,121,000 | +10.4% | 125,326 | +6.7% | 1.41% | +4.4% |
Q1 2021 | $3,732,000 | +5.4% | 117,423 | +1.7% | 1.35% | +1.0% |
Q4 2020 | $3,540,000 | – | 115,507 | – | 1.34% | – |
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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% |