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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $510,318 | -10.7% | 21,317 | -8.1% | 0.03% | -10.3% |
| Q2 2023 | $571,550 | +4.7% | 23,205 | +4.2% | 0.03% | -6.5% |
| Q1 2023 | $545,863 | +36.1% | 22,262 | +31.4% | 0.03% | +29.2% |
| Q4 2022 | $401,150 | +8.7% | 16,948 | +2.8% | 0.02% | +9.1% |
| Q3 2022 | $369,000 | -26.5% | 16,481 | -16.6% | 0.02% | -24.1% |
| Q2 2022 | $502,000 | -15.8% | 19,765 | -7.8% | 0.03% | +3.6% |
| Q1 2022 | $596,000 | -3.2% | 21,438 | +3.1% | 0.03% | -3.4% |
| Q4 2021 | $616,000 | +3.0% | 20,792 | +6.0% | 0.03% | -6.5% |
| Q3 2021 | $598,000 | -7.7% | 19,614 | -0.5% | 0.03% | -6.1% |
| Q2 2021 | $648,000 | +13.9% | 19,716 | +10.1% | 0.03% | -2.9% |
| Q1 2021 | $569,000 | +5.2% | 17,913 | +1.5% | 0.03% | +3.0% |
| Q4 2020 | $541,000 | +19.4% | 17,648 | +4.3% | 0.03% | +6.5% |
| Q3 2020 | $453,000 | +13.8% | 16,917 | +3.5% | 0.03% | -3.1% |
| Q2 2020 | $398,000 | +18.8% | 16,348 | +0.9% | 0.03% | -8.6% |
| Q1 2020 | $335,000 | -24.5% | 16,206 | -0.0% | 0.04% | -27.1% |
| Q4 2019 | $444,000 | +12.4% | 16,207 | +3.0% | 0.05% | +4.3% |
| Q3 2019 | $395,000 | +7.9% | 15,733 | +12.6% | 0.05% | +7.0% |
| Q2 2019 | $366,000 | +5.2% | 13,967 | +4.3% | 0.04% | +2.4% |
| Q1 2019 | $348,000 | +12.6% | 13,393 | +2.0% | 0.04% | -6.7% |
| Q4 2018 | $309,000 | +3.7% | 13,128 | +13.1% | 0.04% | +21.6% |
| Q3 2018 | $298,000 | +3.5% | 11,607 | +4.4% | 0.04% | 0.0% |
| Q2 2018 | $288,000 | +14.3% | 11,122 | +26.8% | 0.04% | +5.7% |
| Q1 2018 | $252,000 | +2.9% | 8,770 | 0.0% | 0.04% | +16.7% |
| Q4 2017 | $245,000 | +6.1% | 8,770 | +2.0% | 0.03% | 0.0% |
| Q3 2017 | $231,000 | – | 8,595 | – | 0.03% | – |
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% |