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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $678,961 | +1.9% | 26,847 | -1.2% | 0.58% | -11.6% |
| Q1 2023 | $666,380 | +170.9% | 27,177 | +180.5% | 0.66% | +170.4% |
| Q2 2022 | $246,000 | -22.6% | 9,690 | -15.3% | 0.24% | -2.4% |
| Q1 2022 | $318,000 | +3.6% | 11,439 | +10.5% | 0.25% | +8.3% |
| Q4 2021 | $307,000 | -22.5% | 10,348 | -20.4% | 0.23% | -27.9% |
| Q3 2021 | $396,000 | -62.1% | 13,008 | -60.5% | 0.32% | -68.0% |
| Q1 2021 | $1,046,000 | – | 32,907 | – | 1.00% | – |
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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% |