SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 540 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.80 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $219,567 | +586.1% | 9,276 | +685.4% | 0.02% | +128.6% |
| Q3 2020 | $32,000 | -98.2% | 1,181 | -98.4% | 0.01% | -98.2% |
| Q2 2020 | $1,807,000 | -99.9% | 74,111 | +0.7% | 0.40% | -6.5% |
| Q1 2020 | $1,525,991,000 | -82.0% | 73,589 | -75.7% | 0.43% | -79.2% |
| Q4 2019 | $8,478,970,000 | +15.2% | 302,562 | +3.0% | 2.06% | -5.3% |
| Q3 2019 | $7,360,679,000 | +105218.1% | 293,724 | +10.7% | 2.18% | -6.6% |
| Q2 2019 | $6,989,000 | -99.9% | 265,234 | -0.3% | 2.33% | -5.5% |
| Q1 2019 | $6,819,985,000 | +132739.6% | 266,118 | +30.8% | 2.47% | +1.9% |
| Q4 2018 | $5,134,000 | +3.4% | 203,503 | -2.6% | 2.42% | +92.3% |
| Q3 2018 | $4,963,000 | -0.7% | 208,994 | +10.6% | 1.26% | +0.6% |
| Q2 2018 | $4,996,000 | +12.8% | 189,009 | +19.2% | 1.25% | -18.4% |
| Q1 2018 | $4,429,000 | +79.4% | 158,510 | +93.9% | 1.54% | +91.4% |
| Q4 2017 | $2,469,000 | +57.2% | 81,768 | +43.9% | 0.80% | +82.7% |
| Q3 2017 | $1,571,000 | +29.2% | 56,820 | +23.6% | 0.44% | +24.7% |
| Q2 2017 | $1,216,000 | +62.3% | 45,957 | +47.0% | 0.35% | +35.9% |
| Q1 2017 | $749,000 | +420.1% | 31,257 | +401.7% | 0.26% | +331.7% |
| Q3 2016 | $144,000 | +1957.1% | 6,230 | +1732.4% | 0.06% | +1900.0% |
| Q2 2016 | $7,000 | – | 340 | – | 0.00% | – |
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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% |