SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 265 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $352,000 | -11.1% | 11,561 | -4.0% | 0.11% | -5.4% |
| Q2 2021 | $396,000 | +5.6% | 12,046 | +2.1% | 0.11% | +1.8% |
| Q1 2021 | $375,000 | +3.3% | 11,804 | -0.4% | 0.11% | -5.2% |
| Q4 2020 | $363,000 | +12.4% | 11,856 | -1.7% | 0.12% | +4.5% |
| Q3 2020 | $323,000 | +13.3% | 12,064 | +3.1% | 0.11% | +1.8% |
| Q2 2020 | $285,000 | +8.4% | 11,703 | -7.8% | 0.11% | -5.2% |
| Q1 2020 | $263,000 | -23.5% | 12,695 | +1.0% | 0.12% | -3.4% |
| Q4 2019 | $344,000 | +10.6% | 12,574 | +1.7% | 0.12% | +2.6% |
| Q3 2019 | $311,000 | +0.6% | 12,360 | +5.1% | 0.12% | +2.7% |
| Q2 2019 | $309,000 | +2.3% | 11,764 | +1.4% | 0.11% | -3.4% |
| Q1 2019 | $302,000 | +17.5% | 11,601 | +6.3% | 0.12% | +0.9% |
| Q4 2018 | $257,000 | -4.8% | 10,910 | +3.9% | 0.12% | +12.6% |
| Q3 2018 | $270,000 | +0.7% | 10,496 | +1.6% | 0.10% | -3.7% |
| Q2 2018 | $268,000 | -9.2% | 10,334 | +0.6% | 0.11% | -11.6% |
| Q1 2018 | $295,000 | -9.0% | 10,272 | -11.5% | 0.12% | -6.2% |
| Q4 2017 | $324,000 | +5.5% | 11,608 | +1.6% | 0.13% | +1.6% |
| Q3 2017 | $307,000 | +15.8% | 11,423 | +7.3% | 0.13% | +9.5% |
| Q2 2017 | $265,000 | +17.3% | 10,647 | +12.8% | 0.12% | +8.4% |
| Q1 2017 | $226,000 | – | 9,437 | – | 0.11% | – |
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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% |