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 | $107,370 | +447275.0% | 4,485 | +448400.0% | 0.74% | – |
Q2 2023 | $24 | 0.0% | 1 | 0.0% | 0.00% | – |
Q1 2023 | $24 | -99.9% | 1 | -99.9% | 0.00% | -100.0% |
Q4 2022 | $37,635 | -98.1% | 1,590 | -98.2% | 0.03% | -98.1% |
Q3 2022 | $1,934,000 | -19.6% | 86,351 | -8.8% | 1.80% | -18.3% |
Q2 2022 | $2,404,000 | -9.2% | 94,726 | +1.0% | 2.20% | +11.8% |
Q1 2022 | $2,649,000 | -3.7% | 93,783 | +1.3% | 1.97% | +1932.0% |
Q4 2021 | $2,750,000 | -10.9% | 92,565 | -8.6% | 0.10% | -96.9% |
Q3 2021 | $3,086,000 | -30.2% | 101,250 | -24.7% | 3.16% | -14.5% |
Q2 2021 | $4,423,000 | +4.1% | 134,515 | +0.6% | 3.70% | -13.6% |
Q1 2021 | $4,250,000 | +3.9% | 133,736 | +0.2% | 4.28% | +30.4% |
Q4 2020 | $4,092,000 | +37100.0% | 133,514 | +32227.8% | 3.28% | +25161.5% |
Q3 2020 | $11,000 | – | 413 | – | 0.01% | – |
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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% |