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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $41,572 | -3.9% | 1,688 | -4.3% | 0.04% | -9.8% |
Q1 2023 | $43,263 | -20.0% | 1,764 | -22.7% | 0.04% | -21.2% |
Q4 2022 | $54,046 | -19.3% | 2,283 | -25.0% | 0.05% | -23.5% |
Q3 2022 | $67,000 | -25.6% | 3,046 | -16.8% | 0.07% | -20.9% |
Q2 2022 | $90,000 | -25.0% | 3,660 | -15.0% | 0.09% | -15.7% |
Q1 2022 | $120,000 | -15.5% | 4,305 | -9.9% | 0.10% | -10.5% |
Q4 2021 | $142,000 | – | 4,778 | – | 0.11% | – |
Download |
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% |