SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 2.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $129,802 | +148.6% | 5,422 | +154.7% | 0.00% | – |
| Q2 2023 | $52,203 | 0.0% | 2,129 | 0.0% | 0.00% | – |
| Q1 2023 | $52,203 | -21.8% | 2,129 | -24.5% | 0.00% | – |
| Q4 2022 | $66,725 | +567.2% | 2,819 | +487.3% | 0.00% | – |
| Q3 2022 | $10,000 | +400.0% | 480 | +433.3% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 90 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | -60.0% | 90 | -47.1% | 0.00% | – |
| Q1 2021 | $5,000 | +66.7% | 170 | +25.9% | 0.00% | – |
| Q3 2020 | $3,000 | -88.9% | 135 | -86.6% | 0.00% | – |
| Q1 2020 | $27,000 | 0.0% | 1,010 | 0.0% | 0.00% | – |
| Q4 2019 | $27,000 | -70.0% | 1,010 | -72.0% | 0.00% | – |
| Q3 2019 | $90,000 | -4.3% | 3,608 | 0.0% | 0.00% | – |
| Q2 2019 | $94,000 | -28.8% | 3,608 | -29.0% | 0.00% | -100.0% |
| Q1 2019 | $132,000 | +3200.0% | 5,085 | +2663.6% | 0.00% | – |
| Q3 2017 | $4,000 | – | 184 | – | 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% |