SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,036 | +1.8% | 86 | – | 0.00% | 0.0% |
| Q3 2022 | $2,000 | 0.0% | 0 | -100.0% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | 0.0% | 86 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $2,000 | -88.9% | 86 | -90.2% | 0.00% | -87.5% |
| Q1 2020 | $18,000 | -37.9% | 875 | -16.4% | 0.01% | -11.1% |
| Q4 2019 | $29,000 | +31.8% | 1,047 | +19.7% | 0.01% | +28.6% |
| Q3 2019 | $22,000 | -8.3% | 875 | -5.8% | 0.01% | -12.5% |
| Q2 2019 | $24,000 | 0.0% | 929 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $24,000 | +9.1% | 929 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $22,000 | -8.3% | 929 | +0.1% | 0.01% | +14.3% |
| Q3 2018 | $24,000 | +4.3% | 928 | +6.1% | 0.01% | -36.4% |
| Q2 2018 | $23,000 | -45.2% | 875 | -39.8% | 0.01% | -15.4% |
| Q1 2018 | $42,000 | +2.4% | 1,453 | +0.1% | 0.01% | 0.0% |
| Q4 2017 | $41,000 | +7.9% | 1,452 | +3.7% | 0.01% | +8.3% |
| Q3 2017 | $38,000 | +72.7% | 1,400 | +60.0% | 0.01% | +50.0% |
| Q2 2017 | $22,000 | +4.8% | 875 | 0.0% | 0.01% | +14.3% |
| Q1 2017 | $21,000 | +2000.0% | 875 | +1115.3% | 0.01% | – |
| Q4 2015 | $1,000 | -50.0% | 72 | 0.0% | 0.00% | -100.0% |
| Q3 2015 | $2,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $2,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $2,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $2,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $2,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $2,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $2,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $2,000 | -66.7% | 72 | -72.5% | 0.00% | -66.7% |
| Q3 2013 | $6,000 | -45.5% | 262 | -42.3% | 0.00% | -40.0% |
| Q2 2013 | $11,000 | – | 454 | – | 0.01% | – |
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% |