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 2019 | $280,000 | -17.4% | 11,141 | -13.8% | 0.14% | -18.9% |
| Q2 2019 | $339,000 | -59.3% | 12,919 | -59.6% | 0.17% | -64.3% |
| Q1 2019 | $832,000 | +13.5% | 31,975 | +2.6% | 0.47% | -1.5% |
| Q4 2018 | $733,000 | -10.9% | 31,152 | -2.7% | 0.48% | +6.4% |
| Q3 2018 | $823,000 | +8.3% | 32,002 | +9.0% | 0.45% | -2.4% |
| Q2 2018 | $760,000 | -0.4% | 29,351 | +10.4% | 0.46% | +0.9% |
| Q1 2018 | $763,000 | +19.4% | 26,586 | +16.3% | 0.46% | +12.8% |
| Q4 2017 | $639,000 | +165.1% | 22,869 | +155.0% | 0.41% | +131.2% |
| Q3 2017 | $241,000 | +11.6% | 8,969 | +3.0% | 0.18% | +15.0% |
| Q2 2017 | $216,000 | +4.3% | 8,708 | +0.7% | 0.15% | -3.2% |
| Q1 2017 | $207,000 | – | 8,646 | – | 0.16% | – |
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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% |