SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 497 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,400,299 | -5.1% | 100,263 | +1213.9% | 0.04% | +2.8% |
| Q2 2023 | $2,528,103 | -89.6% | 7,631 | -97.7% | 0.04% | -91.4% |
| Q1 2023 | $24,348,540 | +810.7% | 332,812 | +194.7% | 0.42% | +772.9% |
| Q4 2022 | $2,673,543 | -44.8% | 112,951 | -40.8% | 0.05% | -56.0% |
| Q2 2022 | $4,839,000 | -16.1% | 190,678 | -8.2% | 0.11% | -14.2% |
| Q1 2022 | $5,767,000 | -12.8% | 207,678 | -6.9% | 0.13% | -18.6% |
| Q4 2021 | $6,610,000 | -3.8% | 223,175 | -1.0% | 0.16% | -17.0% |
| Q3 2021 | $6,871,000 | +13.2% | 225,431 | +22.1% | 0.19% | +11.9% |
| Q2 2021 | $6,070,000 | +1.8% | 184,602 | -1.6% | 0.17% | -11.6% |
| Q1 2021 | $5,961,000 | +405.2% | 187,556 | +387.2% | 0.19% | +363.4% |
| Q4 2020 | $1,180,000 | -9.3% | 38,497 | -20.8% | 0.04% | -26.8% |
| Q3 2020 | $1,301,000 | +10.8% | 48,603 | +0.8% | 0.06% | +12.0% |
| Q2 2020 | $1,174,000 | +15.9% | 48,229 | -1.5% | 0.05% | 0.0% |
| Q1 2020 | $1,013,000 | +205.1% | 48,958 | +286.9% | 0.05% | +138.1% |
| Q2 2019 | $332,000 | -48.0% | 12,655 | -48.5% | 0.02% | -65.6% |
| Q1 2019 | $639,000 | -3.0% | 24,557 | -12.3% | 0.06% | +19.6% |
| Q4 2018 | $659,000 | +68.5% | 28,003 | +84.1% | 0.05% | +64.5% |
| Q3 2018 | $391,000 | -46.9% | 15,208 | -57.1% | 0.03% | -72.6% |
| Q1 2016 | $737,000 | -51.3% | 35,475 | -54.2% | 0.11% | -55.5% |
| Q4 2015 | $1,512,000 | +22.3% | 77,480 | +26.8% | 0.25% | +7.6% |
| Q3 2015 | $1,236,000 | -99.8% | 61,117 | +180.2% | 0.24% | +136.0% |
| Q1 2015 | $531,292,000 | +12021.7% | 21,810 | -88.1% | 0.10% | -86.1% |
| Q4 2014 | $4,383,000 | – | 183,385 | – | 0.72% | – |
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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% |