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 | $1,223,105 | -4.1% | 51,090 | -1.3% | 0.52% | -3.2% |
| Q2 2023 | $1,274,941 | -0.1% | 51,764 | -0.5% | 0.53% | -6.0% |
| Q1 2023 | $1,276,191 | +2.6% | 52,047 | -0.9% | 0.57% | -7.8% |
| Q4 2022 | $1,243,484 | -1.4% | 52,534 | -6.7% | 0.61% | -4.1% |
| Q3 2022 | $1,261,311 | -10.4% | 56,309 | +1.5% | 0.64% | -9.3% |
| Q2 2022 | $1,408,444 | -17.3% | 55,494 | -9.5% | 0.71% | -22.3% |
| Q1 2022 | $1,703,518 | -8.0% | 61,344 | -1.9% | 0.91% | -42.9% |
| Q4 2021 | $1,852,343 | -1.9% | 62,537 | +0.9% | 1.59% | -14.8% |
| Q3 2021 | $1,888,606 | -3.8% | 61,962 | +3.8% | 1.87% | -9.6% |
| Q2 2021 | $1,963,639 | – | 59,721 | – | 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% |