SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 265 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6 | 0.0% | 251 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $6 | 0.0% | 251 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $6 | 0.0% | 251 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $6 | -99.9% | 251 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $6,000 | 0.0% | 251 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $6,000 | -14.3% | 251 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $7,000 | 0.0% | 251 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $7,000 | -12.5% | 251 | 0.0% | 0.00% | -33.3% |
Q3 2021 | $8,000 | 0.0% | 251 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $8,000 | 0.0% | 251 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $8,000 | 0.0% | 251 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $8,000 | +14.3% | 251 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $7,000 | +16.7% | 251 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $6,000 | +20.0% | 251 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $5,000 | -28.6% | 251 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $7,000 | +16.7% | 251 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $6,000 | -14.3% | 251 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $7,000 | 0.0% | 251 | 0.0% | 0.00% | -25.0% |
Q1 2019 | $7,000 | +16.7% | 251 | 0.0% | 0.00% | +33.3% |
Q4 2018 | $6,000 | 0.0% | 251 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $6,000 | 0.0% | 251 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $6,000 | -14.3% | 251 | 0.0% | 0.00% | -25.0% |
Q1 2018 | $7,000 | 0.0% | 251 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $7,000 | 0.0% | 251 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $7,000 | -12.5% | 251 | 0.0% | 0.00% | -20.0% |
Q2 2017 | $8,000 | +33.3% | 251 | 0.0% | 0.01% | +25.0% |
Q1 2017 | $6,000 | -64.7% | 251 | -69.0% | 0.00% | -63.6% |
Q4 2016 | $17,000 | +240.0% | 809 | +281.6% | 0.01% | +266.7% |
Q3 2016 | $5,000 | 0.0% | 212 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $5,000 | +25.0% | 212 | 0.0% | 0.00% | +50.0% |
Q1 2016 | $4,000 | 0.0% | 212 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $4,000 | 0.0% | 212 | 0.0% | 0.00% | -33.3% |
Q3 2015 | $4,000 | +100.0% | 212 | +194.4% | 0.00% | +200.0% |
Q2 2015 | $2,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $2,000 | 0.0% | 72 | +10.8% | 0.00% | 0.0% |
Q4 2014 | $2,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $2,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $2,000 | – | 65 | – | 0.00% | – |
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% |