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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,039,000 | +5.7% | 37,969 | -2.9% | 0.12% | -5.6% |
| Q3 2019 | $983,000 | +0.2% | 39,109 | +4.6% | 0.13% | -3.1% |
| Q2 2019 | $981,000 | +7.0% | 37,402 | +6.1% | 0.13% | +2.4% |
| Q1 2019 | $917,000 | +22.9% | 35,257 | +11.2% | 0.13% | +8.5% |
| Q4 2018 | $746,000 | -11.9% | 31,704 | -3.8% | 0.12% | -7.1% |
| Q3 2018 | $847,000 | +0.7% | 32,954 | +1.5% | 0.13% | -3.1% |
| Q2 2018 | $841,000 | -6.7% | 32,482 | +0.7% | 0.13% | -8.5% |
| Q4 2017 | $901,000 | +89.7% | 32,241 | +82.6% | 0.14% | +82.1% |
| Q3 2017 | $475,000 | +5.1% | 17,658 | -2.9% | 0.08% | -1.3% |
| Q2 2017 | $452,000 | -0.2% | 18,178 | -3.8% | 0.08% | -3.7% |
| Q1 2017 | $453,000 | +30.5% | 18,903 | +17.6% | 0.08% | +22.4% |
| Q4 2016 | $347,000 | – | 16,076 | – | 0.07% | – |
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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% |