SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 423 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 1.22 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $463,000 | +2.4% | 16,920 | -6.0% | 0.05% | -5.3% |
| Q3 2019 | $452,000 | -7.8% | 18,005 | -3.5% | 0.06% | -26.0% |
| Q2 2019 | $490,000 | -3.5% | 18,665 | -4.4% | 0.08% | -6.1% |
| Q1 2019 | $508,000 | -26.7% | 19,531 | -33.7% | 0.08% | -33.3% |
| Q4 2018 | $693,000 | -20.3% | 29,471 | -12.9% | 0.12% | -8.9% |
| Q3 2018 | $870,000 | -3.9% | 33,834 | -3.2% | 0.14% | -6.9% |
| Q2 2018 | $905,000 | -0.8% | 34,937 | +9.9% | 0.14% | -8.2% |
| Q1 2018 | $912,000 | +42.7% | 31,783 | +39.1% | 0.16% | +47.7% |
| Q4 2017 | $639,000 | +46.2% | 22,853 | +40.6% | 0.11% | +40.8% |
| Q3 2017 | $437,000 | +35.3% | 16,250 | +24.9% | 0.08% | +31.0% |
| Q2 2017 | $323,000 | – | 13,015 | – | 0.06% | – |
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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% |