SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 593 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $66,229 | -23.1% | 2,701 | -25.8% | 0.01% | -25.0% |
Q4 2022 | $86,111 | +34.5% | 3,638 | +28.2% | 0.01% | +20.0% |
Q3 2022 | $64,000 | -11.1% | 2,837 | +0.4% | 0.01% | -9.1% |
Q2 2022 | $72,000 | -7.7% | 2,827 | -0.4% | 0.01% | -8.3% |
Q1 2022 | $78,000 | -7.1% | 2,839 | -0.4% | 0.01% | 0.0% |
Q4 2021 | $84,000 | -4.5% | 2,851 | -1.4% | 0.01% | -7.7% |
Q3 2021 | $88,000 | -8.3% | 2,891 | -1.2% | 0.01% | -18.8% |
Q2 2021 | $96,000 | +4.3% | 2,926 | +0.6% | 0.02% | -59.0% |
Q1 2021 | $92,000 | -5.2% | 2,909 | -8.0% | 0.04% | -9.3% |
Q4 2020 | $97,000 | +12.8% | 3,161 | -2.2% | 0.04% | +26.5% |
Q3 2020 | $86,000 | +4.9% | 3,232 | -4.2% | 0.03% | -2.9% |
Q2 2020 | $82,000 | +15.5% | 3,372 | -1.4% | 0.04% | 0.0% |
Q1 2020 | $71,000 | -23.7% | 3,419 | +0.6% | 0.04% | -2.8% |
Q4 2019 | $93,000 | -15.5% | 3,399 | -22.4% | 0.04% | -26.5% |
Q3 2019 | $110,000 | +25.0% | 4,379 | +30.1% | 0.05% | +22.5% |
Q2 2019 | $88,000 | 0.0% | 3,367 | -0.8% | 0.04% | +2.6% |
Q1 2019 | $88,000 | -30.2% | 3,394 | -36.6% | 0.04% | -36.1% |
Q4 2018 | $126,000 | +15.6% | 5,356 | +26.4% | 0.06% | +32.6% |
Q3 2018 | $109,000 | +6.9% | 4,236 | +7.3% | 0.05% | +2.2% |
Q2 2018 | $102,000 | -18.4% | 3,946 | -9.5% | 0.04% | -22.4% |
Q1 2018 | $125,000 | -64.5% | 4,360 | -65.4% | 0.06% | -62.6% |
Q4 2017 | $352,000 | +91.3% | 12,592 | +33.4% | 0.16% | +52.0% |
Q4 2015 | $184,000 | -16.7% | 9,437 | -13.7% | 0.10% | -23.3% |
Q3 2015 | $221,000 | +497.3% | 10,937 | +629.1% | 0.13% | +533.3% |
Q2 2015 | $37,000 | +37.0% | 1,500 | +36.4% | 0.02% | +23.5% |
Q1 2015 | $27,000 | – | 1,100 | – | 0.02% | – |
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% |