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 | $290,907 | -0.0% | 12,152 | +2.9% | 0.01% | 0.0% |
| Q2 2023 | $291,004 | -25.9% | 11,815 | -26.2% | 0.01% | -26.7% |
| Q1 2023 | $392,666 | +276425.4% | 16,014 | +166.5% | 0.02% | +87.5% |
| Q4 2022 | $142 | -98.7% | 6,010 | +1099.6% | 0.01% | +700.0% |
| Q3 2022 | $11,000 | -96.7% | 501 | -96.1% | 0.00% | -92.9% |
| Q2 2022 | $329,000 | -44.1% | 12,958 | -38.9% | 0.01% | -12.5% |
| Q1 2022 | $589,000 | +24.8% | 21,206 | +33.0% | 0.02% | +60.0% |
| Q4 2021 | $472,000 | +12.9% | 15,941 | +16.2% | 0.01% | -9.1% |
| Q3 2021 | $418,000 | -12.6% | 13,715 | -5.6% | 0.01% | -15.4% |
| Q2 2021 | $478,000 | +592.8% | 14,525 | +5.9% | 0.01% | +550.0% |
| Q1 2021 | $69,000 | – | 13,713 | – | 0.00% | – |
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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% |