SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 671 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $373,000 | +3.9% | 11,333 | +0.7% | 0.07% | -1.5% |
| Q1 2021 | $359,000 | -7.9% | 11,249 | -6.3% | 0.07% | -30.9% |
| Q4 2020 | $390,000 | +4.3% | 12,003 | -14.0% | 0.10% | -21.1% |
| Q3 2020 | $374,000 | +5.9% | 13,959 | -3.7% | 0.12% | -8.9% |
| Q2 2020 | $353,000 | +17.3% | 14,499 | -0.2% | 0.14% | -18.7% |
| Q1 2020 | $301,000 | -26.2% | 14,527 | -2.7% | 0.17% | -16.6% |
| Q4 2019 | $408,000 | – | 14,925 | – | 0.20% | – |
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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% |