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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,424 | -21.4% | 184,804 | -19.1% | 0.03% | -22.9% |
Q2 2023 | $5,629 | +228.0% | 228,527 | +226.6% | 0.04% | +191.7% |
Q1 2023 | $1,716 | -22.7% | 69,975 | -25.4% | 0.01% | -25.0% |
Q4 2022 | $2,220 | -99.9% | 93,776 | +12.6% | 0.02% | +6.7% |
Q3 2022 | $1,865,000 | -9.2% | 83,280 | +2.9% | 0.02% | -6.2% |
Q2 2022 | $2,054,000 | -60.4% | 80,946 | -56.6% | 0.02% | -56.8% |
Q1 2022 | $5,183,000 | +14.8% | 186,638 | +22.5% | 0.04% | +15.6% |
Q4 2021 | $4,514,000 | +222.2% | 152,385 | +257.5% | 0.03% | +190.9% |
Q2 2021 | $1,401,000 | 0.0% | 42,620 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $1,401,000 | 0.0% | 42,620 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $1,401,000 | 0.0% | 42,620 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $1,401,000 | 0.0% | 42,620 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $1,401,000 | 0.0% | 42,620 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $1,401,000 | 0.0% | 42,620 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $1,401,000 | 0.0% | 42,620 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $1,401,000 | 0.0% | 42,620 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $1,401,000 | 0.0% | 42,620 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $1,401,000 | +119.6% | 42,620 | +57.2% | 0.01% | -31.2% |
Q4 2018 | $638,000 | -60.9% | 27,111 | -57.3% | 0.02% | -61.9% |
Q3 2018 | $1,632,000 | +76.8% | 63,481 | +78.1% | 0.04% | +40.0% |
Q2 2018 | $923,000 | +46050.0% | 35,647 | +46194.8% | 0.03% | – |
Q1 2018 | $2,000 | 0.0% | 77 | 0.0% | 0.00% | – |
Q4 2017 | $2,000 | 0.0% | 77 | 0.0% | 0.00% | – |
Q3 2017 | $2,000 | 0.0% | 77 | 0.0% | 0.00% | – |
Q2 2017 | $2,000 | – | 77 | – | 0.00% | – |
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% |