SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 435 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.36 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $759,000 | +46.0% | 27,735 | +34.1% | 0.05% | +25.6% |
| Q3 2019 | $520,000 | -2.3% | 20,685 | +1.9% | 0.04% | -7.1% |
| Q2 2019 | $532,000 | +3.5% | 20,292 | +2.7% | 0.04% | -2.3% |
| Q1 2019 | $514,000 | +14.5% | 19,767 | +3.7% | 0.04% | +2.4% |
| Q4 2018 | $449,000 | +63.9% | 19,063 | +79.1% | 0.04% | +55.6% |
| Q3 2018 | $274,000 | +11.4% | 10,646 | +12.1% | 0.03% | +8.0% |
| Q2 2018 | $246,000 | +151.0% | 9,501 | +137.5% | 0.02% | +31.6% |
| Q2 2015 | $98,000 | +34.2% | 4,000 | +33.3% | 0.02% | +26.7% |
| Q1 2015 | $73,000 | – | 3,000 | – | 0.02% | – |
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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% |