SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 549 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $379,604 | -6.8% | 15,856 | -4.1% | 0.01% | -9.1% |
| Q2 2023 | $407,416 | -4.9% | 16,541 | -5.4% | 0.01% | -8.3% |
| Q1 2023 | $428,539 | +97740.0% | 17,477 | -5.6% | 0.01% | -7.7% |
| Q4 2022 | $438 | -100.0% | 18,507 | -57.5% | 0.01% | -56.7% |
| Q3 2022 | $975,000 | -19.6% | 43,541 | -8.9% | 0.03% | -11.8% |
| Q2 2022 | $1,213,000 | -17.5% | 47,776 | -9.8% | 0.03% | -5.6% |
| Q1 2022 | $1,471,000 | -8.7% | 52,974 | -2.6% | 0.04% | -5.3% |
| Q4 2021 | $1,611,000 | -10.5% | 54,382 | -7.9% | 0.04% | -19.1% |
| Q3 2021 | $1,800,000 | -12.5% | 59,045 | -5.6% | 0.05% | -13.0% |
| Q2 2021 | $2,056,000 | +9.8% | 62,535 | +6.2% | 0.05% | +3.8% |
| Q1 2021 | $1,872,000 | +6.9% | 58,905 | +3.1% | 0.05% | -7.1% |
| Q4 2020 | $1,751,000 | +14.5% | 57,114 | -0.0% | 0.06% | -8.2% |
| Q3 2020 | $1,529,000 | +8.8% | 57,122 | -1.0% | 0.06% | +3.4% |
| Q2 2020 | $1,405,000 | +15.2% | 57,689 | -2.1% | 0.06% | +5.4% |
| Q1 2020 | $1,220,000 | -28.5% | 58,956 | -5.4% | 0.06% | -11.1% |
| Q4 2019 | $1,706,000 | +6.8% | 62,320 | -2.0% | 0.06% | -10.0% |
| Q3 2019 | $1,597,000 | -7.6% | 63,562 | -3.5% | 0.07% | -9.1% |
| Q2 2019 | $1,728,000 | -12.8% | 65,853 | -13.5% | 0.08% | -14.4% |
| Q1 2019 | $1,981,000 | -4.4% | 76,145 | -13.5% | 0.09% | -10.0% |
| Q4 2018 | $2,072,000 | -19.8% | 88,056 | -12.3% | 0.10% | +1.0% |
| Q3 2018 | $2,582,000 | -14.0% | 100,446 | -13.4% | 0.10% | -23.8% |
| Q2 2018 | $3,003,000 | -35.5% | 116,010 | -28.5% | 0.13% | -37.8% |
| Q1 2018 | $4,654,000 | +15.8% | 162,160 | +12.7% | 0.21% | -2.3% |
| Q4 2017 | $4,019,000 | +12.0% | 143,844 | +7.9% | 0.21% | +2.9% |
| Q3 2017 | $3,588,000 | +64.4% | 133,335 | +51.8% | 0.21% | +47.5% |
| Q2 2017 | $2,183,000 | +63.0% | 87,834 | +57.3% | 0.14% | +54.9% |
| Q1 2017 | $1,339,000 | +23.0% | 55,849 | +10.6% | 0.09% | +15.2% |
| Q4 2016 | $1,089,000 | – | 50,497 | – | 0.08% | – |
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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% |