SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 593 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,353,989 | -57.8% | 683,124 | -56.6% | 0.36% | -56.5% |
| Q2 2023 | $38,739,221 | -14.1% | 1,572,847 | -14.5% | 0.83% | -6.6% |
| Q1 2023 | $45,115,623 | -4.2% | 1,839,952 | -7.5% | 0.89% | -33.0% |
| Q4 2022 | $47,078,754 | +88.1% | 1,988,963 | +78.0% | 1.33% | +69.4% |
| Q3 2022 | $25,033,000 | -37.0% | 1,117,539 | -14.3% | 0.79% | -51.0% |
| Q3 2021 | $39,759,000 | +1363.9% | 1,304,419 | +1479.0% | 1.61% | +1646.7% |
| Q2 2021 | $2,716,000 | +222.9% | 82,610 | +162.9% | 0.09% | +39.4% |
| Q3 2020 | $841,000 | +46.5% | 31,417 | +49.8% | 0.07% | +50.0% |
| Q4 2019 | $574,000 | +71.9% | 20,979 | +61.7% | 0.04% | -24.1% |
| Q3 2018 | $334,000 | -98.0% | 12,975 | -97.9% | 0.06% | -91.9% |
| Q3 2017 | $16,922,000 | -32.0% | 628,832 | -39.4% | 0.71% | -51.4% |
| Q2 2017 | $24,902,000 | +5.6% | 1,036,947 | +5.4% | 1.47% | -43.7% |
| Q1 2017 | $23,588,000 | +1531.3% | 984,050 | +1469.7% | 2.61% | +2645.3% |
| Q3 2016 | $1,446,000 | -45.9% | 62,692 | -50.1% | 0.10% | -52.5% |
| Q2 2016 | $2,673,000 | +25.1% | 125,537 | +22.1% | 0.20% | -2.4% |
| Q1 2016 | $2,136,000 | -60.1% | 102,817 | -62.6% | 0.20% | -69.5% |
| Q4 2015 | $5,359,000 | +32.9% | 274,664 | +37.7% | 0.67% | +21.5% |
| Q3 2015 | $4,033,000 | -20.6% | 199,434 | -3.5% | 0.55% | -13.0% |
| Q2 2015 | $5,078,000 | +19.7% | 206,595 | +18.6% | 0.64% | -35.9% |
| Q1 2015 | $4,244,000 | – | 174,231 | – | 0.99% | – |
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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% |