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 | $6,114,420 | +3.6% | 255,406 | +6.6% | 3.64% | +6.2% |
| Q2 2023 | $5,901,988 | -1.6% | 239,626 | -2.0% | 3.42% | -7.6% |
| Q1 2023 | $5,997,739 | +29.5% | 244,606 | +25.0% | 3.71% | +17.2% |
| Q4 2022 | $4,631,793 | -15.6% | 195,682 | -20.1% | 3.16% | -16.3% |
| Q3 2022 | $5,488,000 | -2.7% | 245,004 | +10.3% | 3.78% | -5.9% |
| Q2 2022 | $5,640,000 | -7.6% | 222,209 | +1.1% | 4.02% | +3.7% |
| Q1 2022 | $6,104,000 | +5.3% | 219,794 | +12.3% | 3.87% | +8.9% |
| Q4 2021 | $5,796,000 | -4.4% | 195,681 | -1.6% | 3.56% | -10.6% |
| Q3 2021 | $6,062,000 | -21.0% | 198,880 | -14.8% | 3.98% | -15.7% |
| Q2 2021 | $7,675,000 | +7.6% | 233,413 | +4.0% | 4.72% | +2.4% |
| Q1 2021 | $7,134,000 | +2.6% | 224,483 | -1.0% | 4.61% | -3.0% |
| Q4 2020 | $6,953,000 | +30.4% | 226,856 | +13.8% | 4.75% | +10.5% |
| Q3 2020 | $5,334,000 | +18.3% | 199,317 | +7.6% | 4.30% | +15.2% |
| Q2 2020 | $4,509,000 | -21.6% | 185,177 | -11.8% | 3.74% | -37.0% |
| Q4 2019 | $5,748,000 | – | 209,993 | – | 5.93% | – |
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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% |