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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,374,329 | +7.4% | 57,407 | +10.5% | 0.00% | 0.0% |
| Q2 2023 | $1,279,509 | +235.5% | 51,949 | +234.0% | 0.00% | – |
| Q1 2023 | $381,339 | +4.2% | 15,552 | +0.6% | 0.00% | – |
| Q4 2022 | $366,061 | -43.7% | 15,465 | -46.7% | 0.00% | -100.0% |
| Q3 2022 | $650,000 | -11.2% | 29,014 | +0.6% | 0.00% | 0.0% |
| Q2 2022 | $732,000 | +115.9% | 28,854 | +136.4% | 0.00% | – |
| Q1 2022 | $339,000 | -3.4% | 12,208 | +2.9% | 0.00% | – |
| Q4 2021 | $351,000 | -17.8% | 11,859 | -15.4% | 0.00% | – |
| Q3 2021 | $427,000 | -88.4% | 14,018 | -87.5% | 0.00% | -100.0% |
| Q2 2021 | $3,680,000 | +5.1% | 111,907 | +1.6% | 0.00% | -25.0% |
| Q1 2021 | $3,500,000 | -3.2% | 110,137 | -6.7% | 0.00% | 0.0% |
| Q4 2020 | $3,616,000 | +68.6% | 117,989 | +47.2% | 0.00% | +33.3% |
| Q3 2020 | $2,145,000 | +132.6% | 80,171 | +111.6% | 0.00% | +200.0% |
| Q2 2020 | $922,000 | +36.4% | 37,881 | +16.0% | 0.00% | 0.0% |
| Q1 2020 | $676,000 | +116.7% | 32,654 | +169.0% | 0.00% | – |
| Q3 2018 | $312,000 | +7.2% | 12,137 | +8.0% | 0.00% | – |
| Q2 2018 | $291,000 | +32.3% | 11,240 | +22.2% | 0.00% | -100.0% |
| Q1 2017 | $220,000 | +5.8% | 9,195 | +2.0% | 0.00% | 0.0% |
| Q3 2016 | $208,000 | – | 9,017 | – | 0.00% | – |
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% |