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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $263 | -6.7% | 8,884 | -3.8% | 0.02% | -28.6% |
| Q3 2021 | $282 | -28.6% | 9,237 | -23.2% | 0.03% | -40.4% |
| Q2 2021 | $395 | -6.2% | 12,024 | -9.3% | 0.05% | -27.7% |
| Q1 2021 | $421 | -100.0% | 13,252 | -88.5% | 0.06% | -90.9% |
| Q2 2020 | $2,795,000 | -30.1% | 114,801 | -40.6% | 0.71% | -31.0% |
| Q1 2020 | $3,997,000 | +1.2% | 193,164 | +33.9% | 1.03% | +6.5% |
| Q4 2019 | $3,949,000 | +11.5% | 144,296 | +2.4% | 0.97% | +7.4% |
| Q3 2019 | $3,541,000 | -1.0% | 140,901 | +3.3% | 0.90% | -17.3% |
| Q2 2019 | $3,578,000 | +13.0% | 136,345 | +12.1% | 1.09% | -6.2% |
| Q1 2019 | $3,165,000 | – | 121,675 | – | 1.16% | – |
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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% |