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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $7,341,000 | +25.6% | 282,274 | +13.6% | 1.75% | +11.4% |
| Q4 2018 | $5,845,000 | -32.9% | 248,390 | -26.7% | 1.57% | -19.5% |
| Q3 2018 | $8,713,000 | -1.4% | 338,900 | -0.8% | 1.95% | -6.3% |
| Q2 2018 | $8,841,000 | -10.6% | 341,475 | -0.9% | 2.08% | -6.1% |
| Q1 2018 | $9,893,000 | +0.5% | 344,705 | -2.2% | 2.22% | +0.8% |
| Q4 2017 | $9,843,000 | +4.0% | 352,285 | +0.2% | 2.20% | +3.5% |
| Q3 2017 | $9,464,000 | +7.7% | 351,700 | -0.6% | 2.12% | +4.7% |
| Q2 2017 | $8,788,000 | +4.3% | 353,655 | +0.6% | 2.03% | +1.5% |
| Q1 2017 | $8,426,000 | +29.2% | 351,510 | +16.2% | 2.00% | +18.0% |
| Q4 2016 | $6,521,000 | -10.1% | 302,484 | -3.8% | 1.69% | -6.0% |
| Q3 2016 | $7,250,000 | +10.0% | 314,434 | +1.5% | 1.80% | +6.0% |
| Q2 2016 | $6,592,000 | +1612.2% | 309,654 | +1876.1% | 1.70% | +1567.6% |
| Q4 2013 | $385,000 | -4.5% | 15,670 | -4.5% | 0.10% | -12.1% |
| Q3 2013 | $403,000 | – | 16,405 | – | 0.12% | – |
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% |