SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 572 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $460,000 | +4.8% | 14,000 | +1.4% | 0.18% | -3.8% |
| Q1 2021 | $439,000 | +16.1% | 13,800 | +11.8% | 0.19% | +10.1% |
| Q4 2020 | $378,000 | +17.8% | 12,340 | +2.9% | 0.17% | +7.6% |
| Q3 2020 | $321,000 | +3.2% | 11,990 | -6.3% | 0.16% | -6.5% |
| Q2 2020 | $311,000 | -18.2% | 12,790 | -30.5% | 0.17% | -22.6% |
| Q1 2020 | $380,000 | -22.0% | 18,390 | +3.4% | 0.22% | -1.4% |
| Q4 2019 | $487,000 | +8.0% | 17,790 | -0.9% | 0.22% | +1.9% |
| Q3 2019 | $451,000 | -8.9% | 17,960 | -4.8% | 0.22% | -8.9% |
| Q2 2019 | $495,000 | +73.7% | 18,860 | +71.8% | 0.24% | +70.5% |
| Q1 2019 | $285,000 | +10.5% | 10,975 | 0.0% | 0.14% | -1.4% |
| Q4 2018 | $258,000 | -11.9% | 10,975 | -3.9% | 0.14% | 0.0% |
| Q3 2018 | $293,000 | -1.0% | 11,415 | 0.0% | 0.14% | -3.4% |
| Q2 2018 | $296,000 | -7.8% | 11,415 | +2.0% | 0.15% | -5.8% |
| Q1 2018 | $321,000 | – | 11,190 | – | 0.16% | – |
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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% |