SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 424 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 3.96 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $209,621 | +8.3% | 8,756 | +11.4% | 0.02% | +11.8% |
Q2 2023 | $193,643 | +0.8% | 7,862 | +0.4% | 0.02% | -5.6% |
Q1 2023 | $192,098 | +13.6% | 7,834 | +9.6% | 0.02% | +5.9% |
Q4 2022 | $169,159 | +70.9% | 7,147 | +62.1% | 0.02% | +70.0% |
Q3 2022 | $99,000 | +59.7% | 4,410 | +80.6% | 0.01% | +66.7% |
Q2 2022 | $62,000 | -85.9% | 2,442 | -84.6% | 0.01% | -78.6% |
Q1 2022 | $441,000 | -67.4% | 15,897 | -65.2% | 0.03% | -66.3% |
Q4 2021 | $1,352,000 | -8.8% | 45,660 | -6.1% | 0.08% | -19.4% |
Q3 2021 | $1,483,000 | -12.3% | 48,648 | -5.4% | 0.10% | -8.0% |
Q2 2021 | $1,691,000 | +0.4% | 51,444 | -2.9% | 0.11% | -6.7% |
Q1 2021 | $1,684,000 | -2.0% | 52,985 | -5.5% | 0.12% | -13.7% |
Q4 2020 | $1,718,000 | +9.3% | 56,061 | -4.6% | 0.14% | +3.0% |
Q3 2020 | $1,572,000 | -67.6% | 58,735 | -70.5% | 0.14% | -65.5% |
Q2 2020 | $4,856,000 | +49.6% | 199,415 | +27.1% | 0.39% | +30.3% |
Q1 2020 | $3,247,000 | -6.6% | 156,935 | +23.6% | 0.30% | +1.7% |
Q4 2019 | $3,476,000 | +57.5% | 126,998 | +44.6% | 0.30% | +45.3% |
Q3 2019 | $2,207,000 | -4.0% | 87,826 | +0.3% | 0.20% | -20.1% |
Q2 2019 | $2,298,000 | +29.0% | 87,590 | +27.9% | 0.25% | +16.5% |
Q1 2019 | $1,781,000 | -0.7% | 68,467 | -10.1% | 0.22% | -12.1% |
Q4 2018 | $1,793,000 | -26.3% | 76,187 | -19.5% | 0.25% | -19.0% |
Q3 2018 | $2,434,000 | +15.7% | 94,673 | +16.6% | 0.31% | +7.7% |
Q2 2018 | $2,103,000 | +7.5% | 81,211 | +19.1% | 0.28% | +5.2% |
Q1 2018 | $1,957,000 | +51.2% | 68,200 | +47.3% | 0.27% | +37.1% |
Q4 2017 | $1,294,000 | – | 46,297 | – | 0.20% | – |
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% |