SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 579 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $205,000 | -67.6% | 8,060 | -64.6% | 0.00% | -55.6% |
| Q1 2022 | $632,000 | -65.9% | 22,764 | -63.6% | 0.01% | -72.7% |
| Q4 2021 | $1,854,000 | +157.9% | 62,606 | +165.3% | 0.03% | +135.7% |
| Q3 2021 | $719,000 | -6.4% | 23,596 | +1.1% | 0.01% | -6.7% |
| Q2 2021 | $768,000 | -7.6% | 23,349 | -10.7% | 0.02% | -11.8% |
| Q1 2021 | $831,000 | -13.1% | 26,148 | -16.1% | 0.02% | -22.7% |
| Q4 2020 | $956,000 | +6.0% | 31,177 | -7.5% | 0.02% | -4.3% |
| Q3 2020 | $902,000 | +7.6% | 33,697 | -2.1% | 0.02% | -4.2% |
| Q2 2020 | $838,000 | +2.7% | 34,413 | -12.8% | 0.02% | -11.1% |
| Q1 2020 | $816,000 | -28.7% | 39,453 | -5.6% | 0.03% | -6.9% |
| Q4 2019 | $1,144,000 | +3.8% | 41,796 | -4.7% | 0.03% | -17.1% |
| Q3 2019 | $1,102,000 | +0.7% | 43,870 | +5.2% | 0.04% | 0.0% |
| Q2 2019 | $1,094,000 | +18.3% | 41,694 | +17.3% | 0.04% | -10.3% |
| Q1 2019 | $925,000 | +163.5% | 35,545 | +138.6% | 0.04% | +129.4% |
| Q4 2018 | $351,000 | +39.3% | 14,898 | +19.3% | 0.02% | -41.4% |
| Q3 2015 | $252,000 | -18.2% | 12,485 | -0.5% | 0.03% | -9.4% |
| Q2 2015 | $308,000 | -54.1% | 12,543 | -54.4% | 0.03% | -56.8% |
| Q1 2015 | $671,000 | +47.5% | 27,529 | +44.8% | 0.07% | +54.2% |
| Q4 2014 | $455,000 | -5.8% | 19,018 | 0.0% | 0.05% | -11.1% |
| Q3 2014 | $483,000 | – | 19,018 | – | 0.05% | – |
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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% |