SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 424 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 3.96 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $414,042 | -1.7% | 17,295 | +1.2% | 0.00% | 0.0% |
| Q2 2023 | $421,050 | +0.4% | 17,095 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $419,169 | +5.1% | 17,095 | +1.5% | 0.01% | 0.0% |
| Q4 2022 | $398,721 | +1.7% | 16,845 | -3.8% | 0.01% | 0.0% |
| Q3 2022 | $392,000 | -8.4% | 17,518 | +4.0% | 0.01% | 0.0% |
| Q2 2022 | $428,000 | -8.0% | 16,845 | +0.5% | 0.01% | 0.0% |
| Q1 2022 | $465,000 | -6.2% | 16,762 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $496,000 | -4.6% | 16,752 | -1.8% | 0.01% | -16.7% |
| Q3 2021 | $520,000 | -7.6% | 17,052 | -0.5% | 0.01% | -14.3% |
| Q2 2021 | $563,000 | +3.3% | 17,137 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $545,000 | +3.6% | 17,137 | -0.1% | 0.01% | -12.5% |
| Q4 2020 | $526,000 | +14.3% | 17,159 | -0.1% | 0.01% | 0.0% |
| Q3 2020 | $460,000 | +12.5% | 17,179 | +2.2% | 0.01% | 0.0% |
| Q2 2020 | $409,000 | +38.2% | 16,806 | +17.5% | 0.01% | +33.3% |
| Q1 2020 | $296,000 | -12.2% | 14,306 | +16.2% | 0.01% | +20.0% |
| Q4 2019 | $337,000 | +9.1% | 12,314 | 0.0% | 0.01% | -16.7% |
| Q3 2019 | $309,000 | -4.3% | 12,314 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $323,000 | +8.8% | 12,314 | +7.9% | 0.01% | +20.0% |
| Q1 2019 | $297,000 | +11.2% | 11,414 | +0.5% | 0.01% | 0.0% |
| Q4 2018 | $267,000 | -8.6% | 11,360 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $292,000 | +3.5% | 11,360 | +4.1% | 0.01% | -16.7% |
| Q2 2018 | $282,000 | -9.9% | 10,910 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $313,000 | +9.8% | 10,910 | +6.9% | 0.01% | 0.0% |
| Q4 2017 | $285,000 | +10.5% | 10,210 | +6.2% | 0.01% | +20.0% |
| Q3 2017 | $258,000 | +8.4% | 9,610 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $238,000 | +60.8% | 9,610 | +55.0% | 0.01% | +25.0% |
| Q1 2017 | $148,000 | +21.3% | 6,200 | +8.8% | 0.00% | +33.3% |
| Q4 2016 | $122,000 | +35.6% | 5,700 | +45.4% | 0.00% | +50.0% |
| Q3 2016 | $90,000 | -44.4% | 3,920 | -38.6% | 0.00% | -60.0% |
| Q3 2014 | $162,000 | -2.4% | 6,382 | 0.0% | 0.01% | -16.7% |
| Q2 2014 | $166,000 | +7.1% | 6,382 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $155,000 | +6.2% | 6,382 | +7.4% | 0.01% | +20.0% |
| Q4 2013 | $146,000 | – | 5,943 | – | 0.01% | – |
Download | ||||||
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% |