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 | $467,577 | +9.2% | 19,531 | +12.4% | 0.21% | +0.9% |
| Q2 2023 | $428,117 | +0.7% | 17,382 | +0.3% | 0.21% | -4.1% |
| Q1 2023 | $425,088 | -9.2% | 17,336 | -12.4% | 0.22% | -10.9% |
| Q4 2022 | $468,237 | -45.3% | 19,782 | -48.2% | 0.25% | -47.4% |
| Q3 2022 | $856,000 | -7.5% | 38,204 | +4.8% | 0.47% | +2.0% |
| Q2 2022 | $925,000 | -5.6% | 36,438 | +3.2% | 0.46% | +14.1% |
| Q1 2022 | $980,000 | +10.5% | 35,305 | +17.9% | 0.40% | +3.1% |
| Q4 2021 | $887,000 | +0.3% | 29,940 | +3.2% | 0.39% | -17.5% |
| Q3 2021 | $884,000 | -20.4% | 29,007 | -14.0% | 0.48% | -20.8% |
| Q2 2021 | $1,110,000 | +58.6% | 33,746 | +53.2% | 0.60% | +25.3% |
| Q1 2021 | $700,000 | +20.3% | 22,032 | +16.0% | 0.48% | -5.3% |
| Q4 2020 | $582,000 | – | 18,990 | – | 0.51% | – |
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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% |