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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $6,249 | -60.9% | 264 | -62.1% | 0.00% | -100.0% |
Q3 2022 | $16,000 | +220.0% | 697 | +287.2% | 0.00% | – |
Q2 2022 | $5,000 | -28.6% | 180 | -23.4% | 0.00% | – |
Q1 2022 | $7,000 | +40.0% | 235 | +30.6% | 0.00% | – |
Q4 2021 | $5,000 | -80.8% | 180 | -77.8% | 0.00% | -100.0% |
Q1 2021 | $26,000 | +36.8% | 810 | +33.9% | 0.00% | 0.0% |
Q4 2020 | $19,000 | – | 605 | – | 0.00% | – |
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% |