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 2020 | $217,000 | -24.7% | 10,469 | -0.7% | 0.15% | -8.0% |
Q4 2019 | $288,000 | +26.9% | 10,539 | +16.5% | 0.16% | +20.9% |
Q3 2019 | $227,000 | +13.5% | 9,044 | +18.7% | 0.13% | +11.7% |
Q2 2019 | $200,000 | +4.7% | 7,619 | +3.9% | 0.12% | +0.8% |
Q1 2019 | $191,000 | -99.9% | 7,334 | +1.6% | 0.12% | -0.8% |
Q4 2018 | $169,769,000 | +6.1% | 7,215 | +15.9% | 0.12% | +30.4% |
Q3 2018 | $159,993,000 | -1.0% | 6,223 | -0.3% | 0.09% | -6.1% |
Q2 2018 | $161,605,000 | -7.5% | 6,242 | +2.5% | 0.10% | -5.8% |
Q1 2018 | $174,783,000 | +31.0% | 6,090 | +22.9% | 0.10% | +31.6% |
Q3 2017 | $133,393,000 | +17.5% | 4,957 | +8.5% | 0.08% | +14.5% |
Q2 2017 | $113,490,000 | +25.6% | 4,567 | +21.1% | 0.07% | +23.2% |
Q1 2017 | $90,391,000 | +14.0% | 3,771 | +2.5% | 0.06% | +5.7% |
Q4 2016 | $79,319,000 | -5.2% | 3,679 | +1.4% | 0.05% | -8.6% |
Q3 2016 | $83,685,000 | +15.2% | 3,629 | +6.4% | 0.06% | +11.5% |
Q2 2016 | $72,641,000 | +124.6% | 3,412 | +119.1% | 0.05% | +108.0% |
Q1 2016 | $32,339,000 | -18.8% | 1,557 | -23.8% | 0.02% | -19.4% |
Q4 2015 | $39,839,000 | +52.7% | 2,042 | +58.3% | 0.03% | +47.6% |
Q3 2015 | $26,084,000 | +563.2% | 1,290 | +706.2% | 0.02% | +600.0% |
Q2 2015 | $3,933,000 | +79.4% | 160 | +77.8% | 0.00% | +50.0% |
Q1 2015 | $2,192,000 | +1.9% | 90 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $2,151,000 | -5.9% | 90 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $2,286,000 | – | 90 | – | 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% |