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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $698,897 | -3.4% | 29,715 | +1.0% | 0.21% | -23.4% |
| Q2 2023 | $723,170 | +4.4% | 29,433 | +4.3% | 0.28% | -2.1% |
| Q1 2023 | $692,580 | +45.5% | 28,211 | +55.4% | 0.28% | +42.7% |
| Q4 2022 | $475,921 | +18.7% | 18,154 | +2.9% | 0.20% | -37.8% |
| Q3 2022 | $401,000 | +0.8% | 17,650 | +12.4% | 0.32% | -2.1% |
| Q2 2022 | $398,000 | -0.3% | 15,705 | +3.5% | 0.33% | +22.5% |
| Q1 2022 | $399,000 | -40.9% | 15,179 | -32.4% | 0.27% | -39.2% |
| Q4 2021 | $675,000 | – | 22,465 | – | 0.44% | – |
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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% |