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 | $5,778,789 | +6.3% | 241,386 | +9.4% | 2.71% | +5.3% |
| Q2 2023 | $5,436,434 | +16.0% | 220,724 | +15.5% | 2.58% | +6.3% |
| Q1 2023 | $4,687,440 | +16.3% | 191,168 | +12.2% | 2.42% | +10.6% |
| Q4 2022 | $4,031,996 | +48.2% | 170,342 | +40.2% | 2.19% | +35.6% |
| Q3 2022 | $2,721,000 | -11.3% | 121,480 | +0.5% | 1.62% | -6.2% |
| Q2 2022 | $3,067,000 | -3.7% | 120,853 | +5.4% | 1.72% | -5.4% |
| Q1 2022 | $3,184,000 | -8.8% | 114,652 | -2.7% | 1.82% | -12.2% |
| Q4 2021 | $3,490,000 | – | 117,838 | – | 2.07% | – |
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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% |