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 | $201,144 | -9.3% | 8,402 | -6.7% | 0.08% | -10.3% |
| Q2 2023 | $221,719 | -35.2% | 9,002 | -41.0% | 0.09% | -48.8% |
| Q3 2022 | $342,000 | -25.8% | 15,265 | -15.9% | 0.17% | -15.0% |
| Q2 2022 | $461,000 | +6.2% | 18,160 | +16.3% | 0.20% | +20.5% |
| Q1 2022 | $434,000 | -31.9% | 15,620 | -27.3% | 0.17% | -33.9% |
| Q4 2021 | $637,000 | -37.7% | 21,491 | -35.9% | 0.25% | -43.0% |
| Q3 2021 | $1,022,000 | -17.1% | 33,541 | -10.5% | 0.44% | -16.5% |
| Q2 2021 | $1,233,000 | -6.8% | 37,490 | -10.0% | 0.53% | -18.4% |
| Q1 2021 | $1,323,000 | +111.0% | 41,640 | +103.7% | 0.65% | +85.1% |
| Q4 2020 | $627,000 | – | 20,441 | – | 0.35% | – |
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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% |