SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 435 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.36 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $247,999 | +92783.5% | 10,069 | -7.4% | 0.01% | -13.3% |
Q1 2023 | $267 | -7.6% | 10,869 | -10.8% | 0.02% | -11.8% |
Q4 2022 | $289 | -99.9% | 12,189 | -43.0% | 0.02% | +13.3% |
Q3 2022 | $478,000 | +76.4% | 21,378 | +100.0% | 0.02% | -6.2% |
Q2 2022 | $271,000 | -12.0% | 10,689 | -3.6% | 0.02% | 0.0% |
Q1 2022 | $308,000 | -8.3% | 11,089 | -2.1% | 0.02% | 0.0% |
Q4 2021 | $336,000 | -2.6% | 11,329 | 0.0% | 0.02% | -15.8% |
Q3 2021 | $345,000 | -7.3% | 11,329 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $372,000 | +3.3% | 11,329 | 0.0% | 0.02% | -5.0% |
Q1 2021 | $360,000 | +3.7% | 11,329 | 0.0% | 0.02% | -4.8% |
Q4 2020 | $347,000 | +14.5% | 11,329 | 0.0% | 0.02% | 0.0% |
Q3 2020 | $303,000 | +9.8% | 11,329 | 0.0% | 0.02% | +5.0% |
Q2 2020 | $276,000 | +16.9% | 11,329 | -0.5% | 0.02% | 0.0% |
Q1 2020 | $236,000 | -23.9% | 11,384 | +0.5% | 0.02% | -4.8% |
Q4 2019 | $310,000 | +8.8% | 11,329 | 0.0% | 0.02% | 0.0% |
Q3 2019 | $285,000 | -4.0% | 11,329 | 0.0% | 0.02% | -4.5% |
Q2 2019 | $297,000 | +0.7% | 11,329 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $295,000 | +10.5% | 11,329 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $267,000 | -8.2% | 11,329 | 0.0% | 0.02% | +10.0% |
Q3 2018 | $291,000 | -26.7% | 11,329 | -26.1% | 0.02% | -33.3% |
Q2 2018 | $397,000 | -9.8% | 15,329 | 0.0% | 0.03% | -14.3% |
Q1 2018 | $440,000 | +27.9% | 15,329 | +24.5% | 0.04% | +29.6% |
Q4 2017 | $344,000 | +3.9% | 12,309 | 0.0% | 0.03% | 0.0% |
Q3 2017 | $331,000 | +26.8% | 12,309 | +17.1% | 0.03% | +22.7% |
Q2 2017 | $261,000 | – | 10,509 | – | 0.02% | – |
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% |