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 | $82,354 | +24.5% | 3,440 | +28.1% | 0.01% | +42.9% |
| Q2 2023 | $66,162 | -84.7% | 2,686 | -84.8% | 0.01% | -86.5% |
| Q1 2023 | $432,480 | +441.3% | 17,638 | +422.6% | 0.05% | +420.0% |
| Q4 2022 | $79,891 | +35.4% | 3,375 | +28.0% | 0.01% | +25.0% |
| Q3 2022 | $59,000 | -13.2% | 2,636 | -1.0% | 0.01% | -11.1% |
| Q2 2022 | $68,000 | -6.8% | 2,663 | +1.0% | 0.01% | +12.5% |
| Q1 2022 | $73,000 | -5.2% | 2,636 | +1.3% | 0.01% | -11.1% |
| Q4 2021 | $77,000 | -10.5% | 2,601 | -7.7% | 0.01% | -18.2% |
| Q3 2021 | $86,000 | -33.3% | 2,819 | -28.0% | 0.01% | -31.2% |
| Q2 2021 | $129,000 | +51.8% | 3,913 | +46.7% | 0.02% | +33.3% |
| Q1 2021 | $85,000 | -19.0% | 2,667 | -22.5% | 0.01% | -25.0% |
| Q4 2020 | $105,000 | +52.2% | 3,440 | +32.6% | 0.02% | +33.3% |
| Q3 2020 | $69,000 | +9.5% | 2,595 | +0.2% | 0.01% | 0.0% |
| Q2 2020 | $63,000 | +18.9% | 2,591 | +1.4% | 0.01% | +9.1% |
| Q1 2020 | $53,000 | -24.3% | 2,555 | 0.0% | 0.01% | -8.3% |
| Q4 2019 | $70,000 | +9.4% | 2,555 | 0.0% | 0.01% | +9.1% |
| Q3 2019 | $64,000 | -4.5% | 2,555 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $67,000 | +1.5% | 2,555 | 0.0% | 0.01% | +9.1% |
| Q1 2019 | $66,000 | +10.0% | 2,555 | 0.0% | 0.01% | -15.4% |
| Q4 2018 | $60,000 | -9.1% | 2,555 | 0.0% | 0.01% | +18.2% |
| Q3 2018 | $66,000 | 0.0% | 2,555 | 0.0% | 0.01% | -8.3% |
| Q2 2018 | $66,000 | -9.6% | 2,555 | 0.0% | 0.01% | -7.7% |
| Q1 2018 | $73,000 | +2.8% | 2,555 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $71,000 | +2.9% | 2,555 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $69,000 | -41.0% | 2,555 | -46.0% | 0.01% | -45.8% |
| Q2 2017 | $117,000 | +91.8% | 4,728 | +85.0% | 0.02% | +100.0% |
| Q1 2017 | $61,000 | +10.9% | 2,555 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $55,000 | -6.8% | 2,555 | 0.0% | 0.01% | -7.7% |
| Q3 2016 | $59,000 | +9.3% | 2,555 | 0.0% | 0.01% | +8.3% |
| Q2 2016 | $54,000 | +1.9% | 2,555 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $53,000 | +6.0% | 2,555 | 0.0% | 0.01% | +9.1% |
| Q4 2015 | $50,000 | +163.2% | 2,555 | +229.7% | 0.01% | +175.0% |
| Q2 2015 | $19,000 | 0.0% | 775 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $19,000 | 0.0% | 775 | 0.0% | 0.00% | -20.0% |
| Q4 2014 | $19,000 | – | 775 | – | 0.01% | – |
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% |