SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 640 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $224,463 | +5.9% | 9,483 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $212,000 | -11.7% | 9,483 | 0.0% | 0.02% | -11.8% |
| Q2 2022 | $240,000 | -8.7% | 9,483 | 0.0% | 0.02% | +6.2% |
| Q1 2022 | $263,000 | -9.3% | 9,483 | -3.2% | 0.02% | -15.8% |
| Q4 2021 | $290,000 | -1.0% | 9,801 | +1.9% | 0.02% | -5.0% |
| Q3 2021 | $293,000 | -3.6% | 9,620 | +4.0% | 0.02% | -4.8% |
| Q2 2021 | $304,000 | +6.7% | 9,247 | +3.0% | 0.02% | +110.0% |
| Q1 2021 | $285,000 | +2.5% | 8,975 | -1.4% | 0.01% | -9.1% |
| Q4 2020 | $278,000 | +14.4% | 9,100 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $243,000 | +10.0% | 9,100 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $221,000 | -55.4% | 9,100 | -62.0% | 0.01% | -62.1% |
| Q1 2020 | $496,000 | -43.1% | 23,975 | -24.8% | 0.03% | -32.6% |
| Q4 2019 | $872,000 | +12.8% | 31,887 | +3.7% | 0.04% | +13.2% |
| Q3 2019 | $773,000 | -8.4% | 30,762 | -4.4% | 0.04% | -9.5% |
| Q2 2019 | $844,000 | +0.2% | 32,175 | -0.6% | 0.04% | -6.7% |
| Q1 2019 | $842,000 | +14.4% | 32,375 | +3.4% | 0.04% | +2.3% |
| Q4 2018 | $736,000 | -50.3% | 31,300 | -45.6% | 0.04% | -47.0% |
| Q3 2018 | $1,480,000 | +524.5% | 57,575 | +529.2% | 0.08% | +492.9% |
| Q2 2018 | $237,000 | -25.9% | 9,150 | -17.9% | 0.01% | -30.0% |
| Q1 2018 | $320,000 | – | 11,150 | – | 0.02% | – |
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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% |