SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 540 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.80 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,171,000 | +20.9% | 89,166 | +2.7% | 1.02% | +24.6% |
| Q1 2020 | $1,796,000 | -28.3% | 86,786 | -5.2% | 0.82% | +17.7% |
| Q4 2019 | $2,505,000 | +14.7% | 91,530 | +5.3% | 0.69% | +71.5% |
| Q3 2019 | $2,184,000 | -1.3% | 86,905 | +3.1% | 0.40% | +2.8% |
| Q2 2019 | $2,212,000 | +1.6% | 84,314 | +0.7% | 0.39% | +4.0% |
| Q1 2019 | $2,177,000 | +8.6% | 83,717 | -1.7% | 0.38% | -7.8% |
| Q4 2018 | $2,004,000 | -9.7% | 85,177 | -1.3% | 0.41% | -14.9% |
| Q3 2018 | $2,220,000 | +2.5% | 86,331 | +3.2% | 0.48% | -1.8% |
| Q2 2018 | $2,166,000 | – | 83,672 | – | 0.49% | – |
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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% |