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 | $2,831,197 | +2.3% | 118,262 | +5.3% | 1.76% | +2.0% |
| Q2 2023 | $2,767,299 | +3.9% | 112,355 | +3.4% | 1.73% | -0.1% |
| Q1 2023 | $2,664,127 | +6.0% | 108,651 | +2.3% | 1.73% | +1.6% |
| Q4 2022 | $2,513,262 | +21.0% | 106,179 | +14.5% | 1.70% | +13.4% |
| Q3 2022 | $2,077,000 | -24.7% | 92,744 | -14.7% | 1.50% | -22.3% |
| Q2 2022 | $2,760,000 | -2.7% | 108,764 | +6.4% | 1.93% | +10.4% |
| Q1 2022 | $2,838,000 | -2.3% | 102,180 | +4.2% | 1.75% | +0.6% |
| Q4 2021 | $2,904,000 | -2.1% | 98,033 | +0.7% | 1.74% | -7.7% |
| Q3 2021 | $2,967,000 | -3.9% | 97,358 | +3.7% | 1.88% | -7.7% |
| Q2 2021 | $3,087,000 | +4.6% | 93,901 | +2.1% | 2.04% | -3.0% |
| Q1 2021 | $2,950,000 | +11.7% | 91,937 | +6.7% | 2.10% | -8.5% |
| Q4 2020 | $2,642,000 | – | 86,196 | – | 2.30% | – |
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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% |