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 | $104,233 | +9.1% | 4,354 | +12.2% | 0.01% | 0.0% |
| Q2 2023 | $95,581 | -15.9% | 3,881 | -16.2% | 0.01% | -16.7% |
| Q1 2023 | $113,590 | -32.1% | 4,633 | -34.5% | 0.01% | -40.0% |
| Q4 2022 | $167,357 | +45.5% | 7,070 | +55.7% | 0.01% | +25.0% |
| Q3 2022 | $115,000 | 0.0% | 4,542 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $115,000 | -14.2% | 4,542 | +0.3% | 0.01% | 0.0% |
| Q4 2021 | $134,000 | -96.3% | 4,530 | -96.2% | 0.01% | -93.0% |
| Q3 2021 | $3,591,000 | +2.3% | 117,811 | +10.4% | 0.12% | +2.7% |
| Q2 2021 | $3,509,000 | +13.6% | 106,714 | +9.8% | 0.11% | +0.9% |
| Q1 2021 | $3,088,000 | – | 97,170 | – | 0.11% | – |
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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% |