Capital Wealth Planning, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 572 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.

Quarter-by-quarter ownership
Capital Wealth Planning, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2020$485,000
-29.6%
23,436
-6.9%
0.03%
-24.4%
Q4 2019$689,000
+8.8%
25,185
+3.6%
0.04%
+2.5%
Q3 2019$633,000
-3.5%
24,319
-2.7%
0.04%
-16.7%
Q2 2019$656,000
+29.1%
24,984
+22.2%
0.05%
-40.7%
Q2 2017$508,00020,4530.08%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2020
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 1,097,098$26,264,53120.43%
Red Tortoise LLC 403,032$9,648,5926.46%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 919,736$21,996,3726.36%
Heartwood Wealth Advisors LLC 1,779,025$42,589,8596.28%
Bishop & Co Investment Management, LLC 0$137,0086.15%
Upper Left Wealth Management, LLC 210,113$5,030,1065.23%
BlueSky Wealth Advisors, LLC 967,612$23,164,6204.74%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 448,428$10,735,3764.32%
Rainsberger Wealth Advisors, Inc. 293,900$7,035,9734.32%
Consilium Wealth Advisory, LLC 257,197$6,157,3074.31%
View complete list of SCHWAB STRATEGIC TR shareholders