SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 540 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.80 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $99,067 | -2.8% | 4,140 | 0.0% | 0.00% | +33.3% |
| Q2 2023 | $101,924 | +0.4% | 4,140 | 0.0% | 0.00% | -25.0% |
| Q1 2023 | $101,510 | +3.6% | 4,140 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $97,950 | -54.9% | 4,140 | -57.4% | 0.00% | -55.6% |
| Q3 2022 | $217,000 | -39.7% | 9,709 | -31.7% | 0.01% | -40.0% |
| Q2 2022 | $360,000 | +22.9% | 14,209 | +34.6% | 0.02% | +36.4% |
| Q1 2022 | $293,000 | +9.3% | 10,559 | +16.6% | 0.01% | +10.0% |
| Q4 2021 | $268,000 | -30.4% | 9,059 | -28.3% | 0.01% | -37.5% |
| Q3 2021 | $385,000 | -7.5% | 12,640 | 0.0% | 0.02% | -5.9% |
| Q2 2021 | $416,000 | +23.8% | 12,640 | +19.5% | 0.02% | +13.3% |
| Q1 2021 | $336,000 | +36.0% | 10,580 | +31.3% | 0.02% | +25.0% |
| Q4 2020 | $247,000 | +14.4% | 8,059 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $216,000 | +10.2% | 8,059 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $196,000 | +211.1% | 8,059 | +163.5% | 0.01% | +140.0% |
| Q1 2020 | $63,000 | -6.0% | 3,059 | +24.0% | 0.01% | +25.0% |
| Q4 2019 | $67,000 | +8.1% | 2,467 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $62,000 | +19.2% | 2,467 | +25.2% | 0.00% | 0.0% |
| Q2 2019 | $52,000 | +2.0% | 1,971 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $51,000 | +10.9% | 1,971 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $46,000 | -24.6% | 1,971 | -16.9% | 0.00% | 0.0% |
| Q3 2018 | $61,000 | 0.0% | 2,371 | 0.0% | 0.00% | -20.0% |
| Q2 2018 | $61,000 | +8.9% | 2,371 | +22.3% | 0.01% | 0.0% |
| Q1 2018 | $56,000 | +180.0% | 1,939 | +166.3% | 0.01% | +150.0% |
| Q4 2017 | $20,000 | 0.0% | 728 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $20,000 | +11.1% | 728 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $18,000 | +5.9% | 728 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $17,000 | +6.2% | 728 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $16,000 | -5.9% | 728 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $17,000 | +13.3% | 728 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $15,000 | – | 728 | – | 0.00% | – |
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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% |