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 | $4,596,681 | -1.6% | 193,871 | +5.5% | 0.46% | -7.6% |
| Q2 2023 | $4,672,806 | +13.8% | 183,824 | +9.9% | 0.50% | -7.2% |
| Q1 2023 | $4,106,086 | +0.6% | 167,254 | +2.3% | 0.54% | -11.3% |
| Q4 2022 | $4,081,971 | +476.5% | 163,475 | +417.4% | 0.61% | +330.3% |
| Q3 2022 | $708,000 | +101.7% | 31,596 | +128.7% | 0.14% | +86.8% |
| Q2 2022 | $351,000 | +72.1% | 13,817 | +95.7% | 0.08% | +68.9% |
| Q1 2022 | $204,000 | -5.1% | 7,060 | 0.0% | 0.04% | -31.8% |
| Q4 2021 | $215,000 | – | 7,060 | – | 0.07% | – |
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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% |