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 2023 | $2,796,859 | +4.2% | 116,828 | +7.2% | 0.54% | +4.7% |
| Q2 2023 | $2,685,178 | -0.9% | 109,021 | -1.3% | 0.51% | -10.8% |
| Q1 2023 | $2,708,417 | +26.3% | 110,457 | +21.9% | 0.58% | +17.3% |
| Q4 2022 | $2,145,067 | +13.9% | 90,624 | +7.8% | 0.49% | -4.1% |
| Q3 2022 | $1,883,000 | +2.6% | 84,075 | +16.3% | 0.51% | -3.2% |
| Q2 2022 | $1,835,000 | +2.7% | 72,319 | +12.4% | 0.53% | +2.3% |
| Q1 2022 | $1,786,000 | -0.5% | 64,323 | +6.1% | 0.52% | +0.2% |
| Q4 2021 | $1,795,000 | +8.8% | 60,612 | +12.0% | 0.52% | -3.2% |
| Q3 2021 | $1,650,000 | +0.7% | 54,120 | +8.7% | 0.53% | -3.6% |
| Q2 2021 | $1,638,000 | +10.4% | 49,805 | +6.6% | 0.55% | -5.0% |
| Q1 2021 | $1,484,000 | +8.7% | 46,708 | +4.9% | 0.58% | -2.4% |
| Q4 2020 | $1,365,000 | +8.1% | 44,540 | +2.1% | 0.60% | -0.3% |
| Q3 2020 | $1,263,000 | +15.3% | 43,630 | -3.0% | 0.60% | -4.6% |
| Q2 2020 | $1,095,000 | +4.3% | 44,988 | -11.3% | 0.63% | -32.5% |
| Q1 2020 | $1,050,000 | – | 50,732 | – | 0.93% | – |
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% |