SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 579 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,623,000 | -13.2% | 53,239 | -6.3% | 0.64% | -14.7% |
| Q2 2021 | $1,869,000 | +12.9% | 56,829 | +9.1% | 0.75% | +7.3% |
| Q1 2021 | $1,656,000 | +7.7% | 52,108 | +3.8% | 0.70% | +5.0% |
| Q4 2020 | $1,538,000 | +12.9% | 50,178 | -1.4% | 0.66% | -1.3% |
| Q3 2020 | $1,362,000 | +9.8% | 50,914 | -0.1% | 0.67% | -1.9% |
| Q2 2020 | $1,241,000 | +6.5% | 50,980 | -9.4% | 0.68% | -14.5% |
| Q1 2020 | $1,165,000 | -30.8% | 56,289 | -8.5% | 0.80% | -12.9% |
| Q4 2019 | $1,684,000 | -3.1% | 61,514 | -11.0% | 0.92% | -15.4% |
| Q3 2019 | $1,738,000 | -8.2% | 69,155 | -4.2% | 1.08% | -3.9% |
| Q2 2019 | $1,893,000 | +0.2% | 72,151 | -0.7% | 1.13% | +0.2% |
| Q1 2019 | $1,890,000 | +12.3% | 72,667 | +1.6% | 1.13% | -2.6% |
| Q4 2018 | $1,683,000 | -13.0% | 71,520 | -5.0% | 1.16% | -4.0% |
| Q3 2018 | $1,935,000 | -0.7% | 75,275 | 0.0% | 1.20% | -5.9% |
| Q2 2018 | $1,949,000 | -9.7% | 75,275 | +0.1% | 1.28% | -14.9% |
| Q1 2018 | $2,158,000 | +44.8% | 75,176 | +41.0% | 1.51% | +60.6% |
| Q4 2017 | $1,490,000 | +8.0% | 53,329 | +4.1% | 0.94% | +3.9% |
| Q3 2017 | $1,379,000 | +53.4% | 51,251 | +41.7% | 0.90% | +45.2% |
| Q2 2017 | $899,000 | – | 36,171 | – | 0.62% | – |
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% |