SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 2.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $572,298 | +29.8% | 24,178 | +22.9% | 0.00% | +50.0% |
| Q3 2022 | $441,000 | +22.5% | 19,678 | +38.8% | 0.00% | 0.0% |
| Q2 2022 | $360,000 | -32.8% | 14,176 | -26.5% | 0.00% | -33.3% |
| Q1 2022 | $536,000 | -27.7% | 19,300 | -23.5% | 0.00% | 0.0% |
| Q4 2021 | $741,000 | +4.8% | 25,232 | +8.8% | 0.00% | -25.0% |
| Q3 2021 | $707,000 | -21.3% | 23,195 | -15.1% | 0.00% | -20.0% |
| Q2 2021 | $898,000 | -3.3% | 27,314 | -6.5% | 0.01% | 0.0% |
| Q1 2021 | $929,000 | +10.2% | 29,219 | +6.2% | 0.01% | 0.0% |
| Q4 2020 | $843,000 | +43.6% | 27,507 | +25.3% | 0.01% | +25.0% |
| Q3 2020 | $587,000 | +25.7% | 21,946 | +14.5% | 0.00% | 0.0% |
| Q2 2020 | $467,000 | +37.4% | 19,173 | +17.3% | 0.00% | +33.3% |
| Q1 2020 | $340,000 | -13.7% | 16,346 | +13.5% | 0.00% | 0.0% |
| Q4 2019 | $394,000 | +4.0% | 14,403 | -4.5% | 0.00% | -25.0% |
| Q3 2019 | $379,000 | +0.5% | 15,089 | +5.0% | 0.00% | 0.0% |
| Q2 2019 | $377,000 | +9.9% | 14,375 | +8.9% | 0.00% | 0.0% |
| Q1 2019 | $343,000 | +2.1% | 13,200 | -7.6% | 0.00% | 0.0% |
| Q4 2018 | $336,000 | +0.9% | 14,280 | +10.3% | 0.00% | 0.0% |
| Q3 2018 | $333,000 | – | 12,945 | – | 0.00% | – |
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% |