SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 2.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $200,759 | -11.5% | 8,151 | -11.9% | 0.12% | -14.9% |
| Q1 2023 | $226,884 | -3.7% | 9,253 | -7.1% | 0.14% | -8.4% |
| Q4 2022 | $235,659 | -23.5% | 9,956 | -27.6% | 0.15% | -30.9% |
| Q3 2022 | $308,000 | -11.7% | 13,743 | 0.0% | 0.22% | -7.1% |
| Q2 2022 | $349,000 | -9.6% | 13,743 | -1.2% | 0.24% | +0.4% |
| Q1 2022 | $386,000 | -8.1% | 13,914 | -1.9% | 0.24% | -8.1% |
| Q4 2021 | $420,000 | -5.4% | 14,182 | -2.7% | 0.26% | -20.7% |
| Q3 2021 | $444,000 | -16.4% | 14,572 | -9.8% | 0.33% | +32.8% |
| Q2 2021 | $531,000 | -18.6% | 16,156 | -21.2% | 0.25% | -31.0% |
| Q1 2021 | $652,000 | – | 20,510 | – | 0.36% | – |
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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% |