SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 2.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $30,818 | +2981.8% | 1,302 | +2184.2% | 0.00% | – |
| Q3 2022 | $1,000 | -94.1% | 57 | -89.8% | 0.00% | -100.0% |
| Q4 2021 | $17,000 | 0.0% | 560 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $17,000 | -5.6% | 560 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $18,000 | 0.0% | 560 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $18,000 | -75.0% | 560 | -78.7% | 0.01% | -80.0% |
| Q4 2019 | $72,000 | -80.5% | 2,632 | -82.1% | 0.02% | -76.9% |
| Q3 2019 | $370,000 | +3600.0% | 14,741 | +3949.7% | 0.11% | +3500.0% |
| Q2 2019 | $10,000 | -47.4% | 364 | -51.4% | 0.00% | -50.0% |
| Q1 2019 | $19,000 | +171.4% | 749 | +160.1% | 0.01% | +200.0% |
| Q4 2018 | $7,000 | +40.0% | 288 | +60.9% | 0.00% | 0.0% |
| Q3 2018 | $5,000 | – | 179 | – | 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% |