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 | $263,532 | -21.1% | 11,008 | -18.8% | 0.22% | -32.2% |
| Q2 2023 | $333,958 | -5.2% | 13,559 | -5.6% | 0.32% | -10.0% |
| Q1 2023 | $352,156 | +3.4% | 14,362 | -0.2% | 0.36% | +22.9% |
| Q4 2022 | $340,588 | +6.4% | 14,389 | +0.6% | 0.29% | -3.0% |
| Q3 2022 | $320,000 | -15.6% | 14,308 | -4.2% | 0.30% | -23.4% |
| Q2 2022 | $379,000 | -18.5% | 14,941 | -10.8% | 0.39% | +10.1% |
| Q1 2022 | $465,000 | -4.1% | 16,746 | +2.2% | 0.36% | -32.9% |
| Q4 2021 | $485,000 | -4.9% | 16,385 | -2.0% | 0.53% | -7.8% |
| Q3 2021 | $510,000 | -10.4% | 16,716 | -3.4% | 0.58% | +20.2% |
| Q2 2021 | $569,000 | -6.7% | 17,300 | -9.9% | 0.48% | -12.9% |
| Q1 2021 | $610,000 | – | 19,196 | – | 0.55% | – |
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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% |