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 | $936,468 | -10.3% | 39,117 | -7.7% | 0.66% | -14.6% |
| Q2 2023 | $1,044,246 | -13.7% | 42,397 | -14.1% | 0.77% | -16.6% |
| Q1 2023 | $1,210,041 | -2.4% | 49,349 | -5.8% | 0.92% | -6.7% |
| Q4 2022 | $1,240,000 | -34.2% | 52,383 | -37.8% | 0.99% | -41.2% |
| Q3 2022 | $1,885,000 | +2.2% | 84,151 | +15.8% | 1.68% | +10.6% |
| Q2 2022 | $1,844,000 | +46.5% | 72,645 | +60.3% | 1.52% | +63.5% |
| Q1 2022 | $1,259,000 | +40.0% | 45,331 | +49.3% | 0.93% | +48.6% |
| Q4 2021 | $899,000 | -7.6% | 30,365 | -4.9% | 0.62% | -12.0% |
| Q3 2021 | $973,000 | -4.1% | 31,928 | +3.4% | 0.71% | -6.6% |
| Q2 2021 | $1,015,000 | +0.7% | 30,864 | -2.7% | 0.76% | -9.8% |
| Q1 2021 | $1,008,000 | -13.1% | 31,712 | -16.2% | 0.84% | -15.5% |
| Q4 2020 | $1,160,000 | +23.5% | 37,836 | +7.8% | 1.00% | +5.3% |
| Q3 2020 | $939,000 | -2.9% | 35,095 | -11.6% | 0.94% | -16.4% |
| Q2 2020 | $967,000 | -11.6% | 39,719 | -24.9% | 1.13% | -22.9% |
| Q1 2020 | $1,094,000 | -26.8% | 52,867 | -3.2% | 1.46% | -6.2% |
| Q4 2019 | $1,495,000 | +3.7% | 54,632 | -4.8% | 1.56% | -8.1% |
| Q3 2019 | $1,442,000 | +20.2% | 57,387 | +25.4% | 1.70% | +13.0% |
| Q2 2019 | $1,200,000 | -8.7% | 45,748 | -9.5% | 1.50% | -11.5% |
| Q1 2019 | $1,315,000 | +116.3% | 50,540 | +95.6% | 1.70% | +93.5% |
| Q4 2018 | $608,000 | – | 25,842 | – | 0.88% | – |
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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% |