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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $13,000 | -13.3% | 596 | 0.0% | 0.01% | -11.1% |
| Q2 2022 | $15,000 | -11.8% | 596 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $17,000 | -5.6% | 596 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $18,000 | 0.0% | 596 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $18,000 | -10.0% | 596 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $20,000 | +233.3% | 596 | +186.5% | 0.01% | +200.0% |
| Q4 2020 | $6,000 | +20.0% | 208 | +2.0% | 0.00% | +33.3% |
| Q3 2020 | $5,000 | 0.0% | 204 | 0.0% | 0.00% | -25.0% |
| Q2 2020 | $5,000 | +25.0% | 204 | +0.5% | 0.00% | +33.3% |
| Q1 2020 | $4,000 | -33.3% | 203 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $6,000 | – | 203 | – | 0.00% | – |
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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% |