SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 2.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $44,000 | -47.6% | 1,455 | -43.3% | 0.01% | -40.0% |
| Q2 2021 | $84,000 | +740.0% | 2,564 | +688.9% | 0.01% | +400.0% |
| Q1 2021 | $10,000 | +42.9% | 325 | +29.0% | 0.00% | +100.0% |
| Q4 2020 | $7,000 | -100.0% | 252 | -72.8% | 0.00% | -92.3% |
| Q3 2020 | $25,622,000 | -44.2% | 925 | -46.9% | 0.01% | -48.0% |
| Q2 2020 | $45,910,000 | +1554.4% | 1,743 | +1592.2% | 0.02% | +1150.0% |
| Q4 2019 | $2,775,000 | – | 103 | – | 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% |