SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 549 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,020 | +6.4% | 82,400 | +2.7% | 0.00% | 0.0% |
| Q4 2022 | $1,898 | -99.9% | 80,200 | +14.6% | 0.00% | +50.0% |
| Q3 2022 | $1,568,000 | +119.0% | 70,000 | +148.2% | 0.00% | +100.0% |
| Q2 2022 | $716,000 | -72.8% | 28,200 | -68.3% | 0.00% | -66.7% |
| Q4 2021 | $2,636,000 | +137.5% | 89,000 | +145.9% | 0.00% | +200.0% |
| Q4 2020 | $1,110,000 | -39.4% | 36,200 | -47.2% | 0.00% | -50.0% |
| Q3 2020 | $1,833,000 | +178.1% | 68,500 | +172.9% | 0.00% | +100.0% |
| Q2 2019 | $659,000 | -58.2% | 25,100 | -62.5% | 0.00% | -50.0% |
| Q4 2018 | $1,575,000 | +121.8% | 66,955 | +142.6% | 0.00% | +100.0% |
| Q3 2018 | $710,000 | +22.4% | 27,600 | +23.2% | 0.00% | – |
| Q2 2018 | $580,000 | -15.3% | 22,400 | -8.6% | 0.00% | -100.0% |
| Q4 2017 | $685,000 | – | 24,500 | – | 0.00% | – |
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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% |