SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 497 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $19,152,000 | 0.0% | 925,679 | 0.0% | 5.40% | 0.0% |
Q1 2020 | $19,152,000 | -63.1% | 925,679 | -51.2% | 5.40% | -45.6% |
Q4 2019 | $51,969,000 | +13758.4% | 1,898,759 | +12285.9% | 9.93% | +11583.5% |
Q2 2019 | $375,000 | -99.2% | 15,330 | -99.1% | 0.08% | -99.2% |
Q1 2019 | $44,400,000 | +89.8% | 1,784,548 | +95.7% | 10.68% | +44.0% |
Q4 2018 | $23,391,000 | – | 911,923 | – | 7.41% | – |
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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% |