SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 579 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $342,000 | -27.4% | 11,573 | -25.2% | 0.03% | -45.3% |
| Q3 2021 | $471,000 | -42.4% | 15,463 | -37.8% | 0.05% | -45.9% |
| Q2 2021 | $817,000 | +11.9% | 24,857 | +8.2% | 0.10% | -16.2% |
| Q1 2021 | $730,000 | +37.5% | 22,974 | +32.6% | 0.12% | +5.4% |
| Q4 2020 | $531,000 | +33.1% | 17,326 | +16.1% | 0.11% | +13.3% |
| Q3 2020 | $399,000 | +25.1% | 14,920 | +13.7% | 0.10% | +6.5% |
| Q2 2020 | $319,000 | -33.5% | 13,117 | -43.5% | 0.09% | -43.9% |
| Q1 2020 | $480,000 | – | 23,198 | – | 0.16% | – |
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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% |