SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 177 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $231,000 | -11.5% | 10,310 | +0.4% | 0.06% | -4.5% |
| Q2 2022 | $261,000 | -10.6% | 10,273 | -2.2% | 0.07% | +4.8% |
| Q1 2022 | $292,000 | -6.4% | 10,499 | -0.4% | 0.06% | -3.1% |
| Q4 2021 | $312,000 | -6.3% | 10,545 | -3.4% | 0.06% | -13.3% |
| Q3 2021 | $333,000 | -5.7% | 10,916 | +1.6% | 0.08% | -5.1% |
| Q2 2021 | $353,000 | +6.3% | 10,747 | +2.9% | 0.08% | 0.0% |
| Q1 2021 | $332,000 | +4.4% | 10,444 | +0.7% | 0.08% | +5.3% |
| Q4 2020 | $318,000 | +11.6% | 10,374 | -2.7% | 0.08% | +17.2% |
| Q3 2020 | $285,000 | -0.7% | 10,662 | -9.4% | 0.06% | +4.9% |
| Q2 2020 | $287,000 | +19.1% | 11,773 | +1.1% | 0.06% | +3.4% |
| Q1 2020 | $241,000 | -24.9% | 11,641 | -0.8% | 0.06% | +7.3% |
| Q4 2019 | $321,000 | +15.5% | 11,732 | +6.2% | 0.06% | +17.0% |
| Q3 2019 | $278,000 | -7.0% | 11,043 | -2.9% | 0.05% | -4.1% |
| Q2 2019 | $299,000 | +1.4% | 11,376 | +0.3% | 0.05% | +4.3% |
| Q1 2019 | $295,000 | +22.4% | 11,344 | +10.8% | 0.05% | +9.3% |
| Q4 2018 | $241,000 | -7.3% | 10,240 | +1.2% | 0.04% | +19.4% |
| Q3 2018 | $260,000 | +2.0% | 10,122 | +2.6% | 0.04% | 0.0% |
| Q2 2018 | $255,000 | -11.8% | 9,861 | -2.1% | 0.04% | -10.0% |
| Q1 2018 | $289,000 | +4.7% | 10,069 | +1.8% | 0.04% | +8.1% |
| Q4 2017 | $276,000 | +6.2% | 9,889 | +2.3% | 0.04% | -5.1% |
| Q3 2017 | $260,000 | +11.1% | 9,663 | +2.7% | 0.04% | +14.7% |
| Q2 2017 | $234,000 | +5.4% | 9,406 | +1.6% | 0.03% | -8.1% |
| Q1 2017 | $222,000 | -45.6% | 9,254 | -44.4% | 0.04% | -15.9% |
| Q2 2015 | $408,000 | – | 16,630 | – | 0.04% | – |
Download | ||||||
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% |