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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $202,000 | -47.1% | 6,351 | -54.5% | 0.02% | -53.2% |
| Q4 2019 | $382,000 | +9.1% | 13,943 | 0.0% | 0.05% | +2.2% |
| Q3 2019 | $350,000 | -80.7% | 13,943 | -79.8% | 0.05% | -81.0% |
| Q2 2019 | $1,809,000 | -24.2% | 68,938 | -24.9% | 0.24% | -27.8% |
| Q1 2019 | $2,388,000 | +130.7% | 91,827 | +108.8% | 0.34% | +104.3% |
| Q4 2018 | $1,035,000 | +320.7% | 43,974 | +359.5% | 0.16% | +412.5% |
| Q3 2018 | $246,000 | -89.6% | 9,571 | -89.6% | 0.03% | -82.1% |
| Q2 2018 | $2,375,000 | -10.0% | 91,745 | -0.2% | 0.18% | -54.0% |
| Q1 2018 | $2,639,000 | -9.2% | 91,918 | -11.7% | 0.39% | -6.7% |
| Q4 2017 | $2,907,000 | +14.9% | 104,053 | +10.7% | 0.42% | +13.6% |
| Q3 2017 | $2,530,000 | +11.1% | 94,012 | +2.6% | 0.37% | +6.1% |
| Q2 2017 | $2,277,000 | +840.9% | 91,614 | +808.6% | 0.35% | +787.2% |
| Q1 2017 | $242,000 | -71.5% | 10,083 | -74.4% | 0.04% | -72.9% |
| Q4 2016 | $849,000 | +261.3% | 39,396 | +287.3% | 0.14% | +251.2% |
| Q3 2016 | $235,000 | -42.0% | 10,173 | -38.3% | 0.04% | -52.3% |
| Q2 2015 | $405,000 | -4.3% | 16,481 | -5.2% | 0.09% | -4.4% |
| Q1 2015 | $423,000 | -5.6% | 17,376 | -7.1% | 0.09% | +87.5% |
| Q4 2014 | $448,000 | -81.9% | 18,702 | -80.8% | 0.05% | -91.1% |
| Q3 2014 | $2,471,000 | -1.5% | 97,268 | +0.9% | 0.54% | -1.3% |
| Q2 2014 | $2,509,000 | +945.4% | 96,370 | +885.0% | 0.54% | +777.4% |
| Q4 2013 | $240,000 | +17.1% | 9,784 | +17.1% | 0.06% | +6.9% |
| Q3 2013 | $205,000 | – | 8,356 | – | 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% |