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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $309,000 | +16.6% | 10,375 | -3.4% | 0.01% | -41.7% |
| Q2 2020 | $265,000 | -58.2% | 10,735 | -65.5% | 0.02% | -57.9% |
| Q1 2020 | $634,000 | +98.7% | 31,139 | +172.3% | 0.06% | +147.8% |
| Q4 2019 | $319,000 | -13.8% | 11,435 | -22.4% | 0.02% | -17.9% |
| Q3 2019 | $370,000 | -59.0% | 14,736 | -57.0% | 0.03% | -58.8% |
| Q2 2019 | $902,000 | +9.1% | 34,298 | +7.8% | 0.07% | -2.9% |
| Q1 2019 | $827,000 | +35.6% | 31,816 | +22.7% | 0.07% | +29.6% |
| Q4 2018 | $610,000 | +14.7% | 25,922 | +25.3% | 0.05% | -19.4% |
| Q3 2018 | $532,000 | +2.9% | 20,696 | +3.5% | 0.07% | -27.2% |
| Q2 2018 | $517,000 | -0.6% | 19,999 | +8.2% | 0.09% | +187.5% |
| Q1 2018 | $520,000 | +2.4% | 18,485 | +1.7% | 0.03% | -39.6% |
| Q4 2017 | $508,000 | +6.9% | 18,179 | +3.0% | 0.05% | -31.2% |
| Q3 2017 | $475,000 | +18.2% | 17,651 | +8.9% | 0.08% | +32.8% |
| Q2 2017 | $402,000 | +27.2% | 16,210 | +10.5% | 0.06% | +13.7% |
| Q4 2016 | $316,000 | -6.5% | 14,670 | 0.0% | 0.05% | +6.2% |
| Q3 2016 | $338,000 | -6.4% | 14,670 | -13.6% | 0.05% | -29.4% |
| Q2 2016 | $361,000 | -42.7% | 16,970 | -47.4% | 0.07% | -66.2% |
| Q1 2016 | $630,000 | 0.0% | 32,285 | 0.0% | 0.20% | -52.5% |
| Q4 2015 | $630,000 | +35.5% | 32,285 | +40.4% | 0.42% | +137.6% |
| Q3 2015 | $465,000 | -99.9% | 23,002 | +10.2% | 0.18% | -29.1% |
| Q2 2015 | $513,157,000 | +1.3% | 20,877 | +0.3% | 0.25% | -11.3% |
| Q1 2015 | $506,810,000 | -6.2% | 20,805 | -8.0% | 0.28% | +13.2% |
| Q4 2014 | $540,212,000 | +7.7% | 22,603 | +14.5% | 0.25% | -4.6% |
| Q3 2014 | $501,371,000 | -40.9% | 19,739 | -39.4% | 0.26% | -37.3% |
| Q2 2014 | $848,214,000 | – | 32,586 | – | 0.42% | – |
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% |