SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 633 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $812,736 | -2.2% | 33,949 | +0.7% | 0.05% | 0.0% |
| Q2 2023 | $830,669 | +1.8% | 33,726 | +1.3% | 0.05% | -3.8% |
| Q1 2023 | $816,275 | +11.2% | 33,290 | +7.3% | 0.05% | -5.5% |
| Q4 2022 | $734,365 | +14.7% | 31,025 | +8.6% | 0.06% | +3.8% |
| Q3 2022 | $640,000 | -10.2% | 28,556 | +1.6% | 0.05% | +3.9% |
| Q2 2022 | $713,000 | -13.7% | 28,097 | -5.6% | 0.05% | -25.0% |
| Q1 2022 | $826,000 | +40.5% | 29,756 | +49.8% | 0.07% | +33.3% |
| Q4 2021 | $588,000 | 0.0% | 19,865 | +2.9% | 0.05% | -12.1% |
| Q3 2021 | $588,000 | -6.1% | 19,301 | +1.3% | 0.06% | -19.4% |
| Q2 2021 | $626,000 | +30.7% | 19,048 | +26.5% | 0.07% | -2.7% |
| Q1 2021 | $479,000 | +17.7% | 15,058 | +10.8% | 0.07% | -1.3% |
| Q4 2020 | $407,000 | – | 13,592 | – | 0.08% | – |
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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% |