SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 633 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $66,288 | -8.1% | 2,768,942 | -5.4% | 0.25% | -11.9% |
| Q2 2023 | $72,118 | -36.6% | 2,928,071 | -36.9% | 0.29% | -44.7% |
| Q1 2023 | $113,808 | +0.1% | 4,641,422 | -3.4% | 0.52% | -9.3% |
| Q4 2022 | $113,726 | -99.9% | 4,804,640 | -6.2% | 0.57% | -16.3% |
| Q3 2022 | $114,685,000 | +3.6% | 5,119,866 | +17.3% | 0.68% | +0.4% |
| Q2 2022 | $110,743,000 | -2.3% | 4,363,415 | +6.9% | 0.68% | +1.5% |
| Q1 2022 | $113,397,000 | +0.3% | 4,083,418 | +7.0% | 0.67% | -4.3% |
| Q4 2021 | $113,012,000 | +31.8% | 3,815,408 | +35.6% | 0.70% | +16.5% |
| Q3 2021 | $85,752,000 | +13.4% | 2,813,376 | +22.3% | 0.60% | +2.9% |
| Q2 2021 | $75,625,000 | +22.0% | 2,300,026 | +18.0% | 0.58% | +3.2% |
| Q1 2021 | $61,969,000 | +155.1% | 1,949,928 | +146.0% | 0.56% | +86.1% |
| Q4 2020 | $24,294,000 | +59.9% | 792,641 | +39.6% | 0.30% | +32.3% |
| Q3 2020 | $15,190,000 | +62.9% | 567,621 | +48.2% | 0.23% | +35.5% |
| Q2 2020 | $9,325,000 | -18.1% | 382,942 | -30.4% | 0.17% | -32.7% |
| Q1 2020 | $11,390,000 | -27.9% | 550,516 | -4.6% | 0.25% | -20.3% |
| Q4 2019 | $15,793,000 | +7.6% | 577,028 | -1.2% | 0.32% | -8.7% |
| Q3 2019 | $14,673,000 | +4.1% | 583,914 | +8.8% | 0.34% | -7.5% |
| Q2 2019 | $14,089,000 | +764.9% | 536,915 | +757.1% | 0.37% | +965.7% |
| Q1 2019 | $1,629,000 | – | 62,640 | – | 0.04% | – |
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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% |