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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $520,392 | +64.9% | 20,992 | +59.2% | 0.21% | +52.9% |
| Q3 2023 | $315,673 | -2.8% | 13,186 | 0.0% | 0.14% | -0.7% |
| Q2 2023 | $324,771 | -2.9% | 13,186 | -3.3% | 0.14% | -9.7% |
| Q1 2023 | $334,502 | +3.6% | 13,642 | 0.0% | 0.15% | -1.3% |
| Q4 2022 | $322,906 | -58.0% | 13,642 | -60.3% | 0.16% | -61.5% |
| Q3 2022 | $769,000 | -11.7% | 34,336 | 0.0% | 0.40% | -8.2% |
| Q2 2022 | $871,000 | -8.7% | 34,336 | 0.0% | 0.44% | +5.5% |
| Q1 2022 | $954,000 | -7.2% | 34,336 | -1.1% | 0.42% | -4.3% |
| Q4 2021 | $1,028,000 | -6.3% | 34,709 | -3.6% | 0.44% | -8.0% |
| Q3 2021 | $1,097,000 | -8.4% | 35,987 | -1.1% | 0.48% | -5.8% |
| Q2 2021 | $1,197,000 | +3.2% | 36,394 | -0.3% | 0.50% | -6.1% |
| Q1 2021 | $1,160,000 | +1.8% | 36,496 | -1.8% | 0.54% | -8.8% |
| Q4 2020 | $1,139,000 | -27.8% | 37,161 | -37.0% | 0.59% | -35.1% |
| Q3 2020 | $1,578,000 | -43.8% | 58,966 | -48.9% | 0.91% | -50.5% |
| Q2 2020 | $2,809,000 | -33.2% | 115,343 | -43.2% | 1.83% | -53.0% |
| Q1 2020 | $4,202,000 | -34.0% | 203,090 | -12.7% | 3.90% | -22.4% |
| Q4 2019 | $6,368,000 | – | 232,653 | – | 5.02% | – |
Download | ||||||
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% |