SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 671 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,025,614 | +0.4% | 42,841 | +3.3% | 0.12% | 0.0% |
Q2 2023 | $1,021,603 | +13.0% | 41,478 | +12.5% | 0.12% | +1.7% |
Q1 2023 | $903,881 | +25.7% | 36,863 | +21.4% | 0.12% | +11.3% |
Q4 2022 | $719,000 | +157.7% | 30,376 | +143.7% | 0.11% | +130.4% |
Q3 2022 | $279,000 | +54.1% | 12,465 | +74.7% | 0.05% | +53.3% |
Q2 2022 | $181,000 | +1.1% | 7,135 | +10.4% | 0.03% | +11.1% |
Q1 2022 | $179,000 | -3.8% | 6,460 | +3.1% | 0.03% | -3.6% |
Q4 2021 | $186,000 | +10.7% | 6,265 | +13.7% | 0.03% | 0.0% |
Q3 2021 | $168,000 | -6.1% | 5,512 | +1.2% | 0.03% | -9.7% |
Q2 2021 | $179,000 | +16.2% | 5,449 | +12.4% | 0.03% | +3.3% |
Q1 2021 | $154,000 | +4.8% | 4,848 | +1.0% | 0.03% | -3.2% |
Q4 2020 | $147,000 | +14.8% | 4,800 | 0.0% | 0.03% | -3.1% |
Q3 2020 | $128,000 | +9.4% | 4,800 | 0.0% | 0.03% | -8.6% |
Q2 2020 | $117,000 | +2825.0% | 4,800 | +2996.8% | 0.04% | +1650.0% |
Q3 2019 | $4,000 | 0.0% | 155 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $4,000 | 0.0% | 155 | +0.6% | 0.00% | 0.0% |
Q1 2019 | $4,000 | -33.3% | 154 | -35.3% | 0.00% | -50.0% |
Q4 2018 | $6,000 | +200.0% | 238 | +170.5% | 0.00% | +300.0% |
Q3 2018 | $2,000 | -98.4% | 88 | -98.2% | 0.00% | -98.7% |
Q2 2018 | $127,000 | -9.3% | 4,888 | 0.0% | 0.08% | -16.7% |
Q1 2018 | $140,000 | +2.2% | 4,888 | -0.3% | 0.09% | -3.2% |
Q4 2017 | $137,000 | +3.8% | 4,902 | 0.0% | 0.09% | +22.4% |
Q3 2017 | $132,000 | +8.2% | 4,902 | 0.0% | 0.08% | -2.6% |
Q2 2017 | $122,000 | +6.1% | 4,902 | +2.1% | 0.08% | -6.0% |
Q1 2017 | $115,000 | +11.7% | 4,800 | 0.0% | 0.08% | -1.2% |
Q4 2016 | $103,000 | – | 4,800 | – | 0.08% | – |
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% |