SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 423 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 1.22 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $199,000 | +2.6% | 7,451 | -6.3% | 0.09% | -2.3% |
| Q2 2020 | $194,000 | +17.6% | 7,952 | 0.0% | 0.09% | -1.1% |
| Q1 2020 | $165,000 | -24.7% | 7,952 | -0.4% | 0.09% | -8.2% |
| Q4 2019 | $219,000 | +44.1% | 7,986 | +32.2% | 0.10% | +34.7% |
| Q3 2019 | $152,000 | +261.9% | 6,040 | +276.1% | 0.07% | +260.0% |
| Q2 2019 | $42,000 | +1300.0% | 1,606 | +1346.8% | 0.02% | +900.0% |
| Q1 2019 | $3,000 | 0.0% | 111 | +0.9% | 0.00% | 0.0% |
| Q4 2018 | $3,000 | 0.0% | 110 | +7.8% | 0.00% | 0.0% |
| Q3 2018 | $3,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $3,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $3,000 | – | 102 | – | 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% |