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 | $65,308 | +241.7% | 2,728 | +251.5% | 0.00% | – |
| Q2 2023 | $19,113 | +238.9% | 776 | +237.4% | 0.00% | – |
| Q1 2023 | $5,640 | -80.8% | 230 | -81.5% | 0.00% | – |
| Q4 2022 | $29,398 | +96.0% | 1,242 | +85.9% | 0.00% | – |
| Q3 2022 | $15,000 | -31.8% | 668 | -22.8% | 0.00% | – |
| Q2 2022 | $22,000 | -68.1% | 865 | -65.1% | 0.00% | – |
| Q1 2022 | $69,000 | +68.3% | 2,481 | +79.4% | 0.00% | – |
| Q4 2021 | $41,000 | +925.0% | 1,383 | +1072.0% | 0.00% | – |
| Q3 2021 | $4,000 | +100.0% | 118 | +73.5% | 0.00% | – |
| Q2 2021 | $2,000 | -91.7% | 68 | -91.1% | 0.00% | – |
| Q1 2021 | $24,000 | +118.2% | 764 | +109.9% | 0.00% | – |
| Q4 2020 | $11,000 | -59.3% | 364 | -64.6% | 0.00% | – |
| Q3 2020 | $27,000 | -89.2% | 1,027 | -90.0% | 0.00% | – |
| Q2 2020 | $250,000 | +6.4% | 10,250 | -9.9% | 0.00% | – |
| Q1 2020 | $235,000 | +5775.0% | 11,379 | +7536.9% | 0.00% | – |
| Q4 2019 | $4,000 | +300.0% | 149 | +547.8% | 0.00% | – |
| Q3 2019 | $1,000 | -85.7% | 23 | -90.9% | 0.00% | – |
| Q2 2019 | $7,000 | – | 252 | +2420.0% | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 10 | -100.0% | 0.00% | -100.0% |
| Q4 2018 | $2,358,000 | -8.4% | 100,207 | +0.0% | 0.00% | 0.0% |
| Q3 2018 | $2,575,000 | -0.6% | 100,171 | +0.1% | 0.00% | 0.0% |
| Q2 2018 | $2,591,000 | -9.8% | 100,090 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $2,873,000 | +105.2% | 100,090 | +99.8% | 0.00% | +100.0% |
| Q4 2017 | $1,400,000 | +3.9% | 50,090 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $1,348,000 | +8.3% | 50,090 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $1,245,000 | +0.3% | 50,090 | -3.3% | 0.00% | 0.0% |
| Q1 2017 | $1,241,000 | +14.9% | 51,790 | +3.4% | 0.00% | 0.0% |
| Q4 2016 | $1,080,000 | -6.5% | 50,090 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $1,155,000 | +8.3% | 50,090 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $1,066,000 | +2.5% | 50,090 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $1,040,000 | +6.4% | 50,090 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $977,000 | -3.6% | 50,090 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $1,013,000 | -17.7% | 50,090 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $1,231,000 | +73.9% | 50,090 | +72.4% | 0.00% | 0.0% |
| Q1 2015 | $708,000 | +18.4% | 29,047 | +16.2% | 0.00% | 0.0% |
| Q4 2014 | $598,000 | -5.8% | 25,000 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $635,000 | +388.5% | 25,000 | +400.0% | 0.00% | – |
| Q2 2014 | $130,000 | – | 5,000 | +499900.0% | 0.00% | – |
| Q1 2014 | $0 | – | 1 | – | 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% |