SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.63 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,716,944 | -6.3% | 155,261 | -4.0% | 3.47% | -12.0% |
| Q2 2023 | $3,966,817 | +1.6% | 161,779 | +1.6% | 3.94% | -1.2% |
| Q1 2023 | $3,905,970 | +2.0% | 159,297 | -1.5% | 3.99% | -3.4% |
| Q4 2022 | $3,829,317 | +4.1% | 161,779 | -0.1% | 4.13% | -4.5% |
| Q3 2022 | $3,678,000 | -11.5% | 161,943 | -1.4% | 4.32% | +6.6% |
| Q2 2022 | $4,154,000 | -13.4% | 164,252 | -4.9% | 4.06% | +1.6% |
| Q1 2022 | $4,798,000 | +2580.4% | 172,772 | -3.7% | 3.99% | +2396.2% |
| Q4 2021 | $179,000 | -96.8% | 179,473 | -2.7% | 0.16% | -96.6% |
| Q3 2021 | $5,624,000 | -8.6% | 184,526 | -1.3% | 4.68% | -7.9% |
| Q2 2021 | $6,150,000 | +4.4% | 187,049 | +1.0% | 5.08% | -6.6% |
| Q1 2021 | $5,891,000 | -8.1% | 185,220 | -11.4% | 5.45% | -13.8% |
| Q4 2020 | $6,411,000 | – | 209,169 | – | 6.32% | – |
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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% |