SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.63 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $191,000 | -4.5% | 6,257 | +2.6% | 0.02% | -5.9% |
| Q2 2021 | $200,000 | -99.4% | 6,096 | -94.3% | 0.02% | -98.9% |
| Q1 2021 | $32,460,000 | +19692.7% | 107,625 | +60025.7% | 1.56% | +10293.3% |
| Q4 2020 | $164,000 | +21.5% | 179 | -96.5% | 0.02% | +7.1% |
| Q3 2020 | $135,000 | -6.9% | 5,054 | -15.0% | 0.01% | -12.5% |
| Q2 2020 | $145,000 | -5.2% | 5,947 | -19.5% | 0.02% | -20.0% |
| Q1 2020 | $153,000 | -63.0% | 7,384 | -51.1% | 0.02% | -54.5% |
| Q4 2019 | $413,000 | – | 15,106 | – | 0.04% | – |
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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% |