SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 394 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,441,276 | -9.5% | 1,522,192 | -6.9% | 0.01% | -14.3% |
| Q2 2023 | $40,266,503 | +41.1% | 1,634,856 | +40.4% | 0.01% | +16.7% |
| Q1 2023 | $28,543,070 | -47.1% | 1,164,073 | -48.9% | 0.01% | -52.0% |
| Q4 2022 | $53,932,024 | +253.2% | 2,278,497 | +234.3% | 0.02% | +257.1% |
| Q3 2022 | $15,269,000 | -3.9% | 681,631 | +30.8% | 0.01% | +16.7% |
| Q3 2021 | $15,887,000 | +109.8% | 521,222 | +84.2% | 0.01% | +20.0% |
| Q3 2020 | $7,574,000 | +2605.0% | 283,042 | +1992.3% | 0.01% | – |
| Q1 2020 | $280,000 | +7.3% | 13,528 | +42.1% | 0.00% | – |
| Q4 2019 | $261,000 | -99.1% | 9,519 | -99.1% | 0.00% | -100.0% |
| Q2 2019 | $28,427,000 | +13972.8% | 1,083,362 | +13713.1% | 0.05% | – |
| Q3 2018 | $202,000 | -97.3% | 7,843 | -97.3% | 0.00% | -100.0% |
| Q2 2018 | $7,473,000 | -57.8% | 288,625 | -54.4% | 0.02% | -64.7% |
| Q4 2017 | $17,694,000 | +292.0% | 633,286 | +277.5% | 0.05% | +240.0% |
| Q3 2017 | $4,514,000 | +1306.2% | 167,762 | +1197.6% | 0.02% | +1400.0% |
| Q2 2017 | $321,000 | -83.6% | 12,929 | -84.2% | 0.00% | -88.9% |
| Q1 2017 | $1,961,000 | +43.2% | 81,790 | +16.6% | 0.01% | 0.0% |
| Q4 2015 | $1,369,000 | -81.8% | 70,148 | -81.2% | 0.01% | -80.9% |
| Q3 2015 | $7,530,000 | +13.1% | 372,408 | +37.5% | 0.05% | +9.3% |
| Q2 2015 | $6,658,000 | +119.7% | 270,867 | +117.7% | 0.04% | +87.0% |
| Q1 2015 | $3,030,000 | +110.4% | 124,396 | +119.5% | 0.02% | +53.3% |
| Q3 2014 | $1,440,000 | -38.4% | 56,675 | -36.9% | 0.02% | -50.0% |
| Q2 2014 | $2,338,000 | +89.5% | 89,824 | +77.1% | 0.03% | +114.3% |
| Q1 2014 | $1,234,000 | – | 50,706 | – | 0.01% | – |
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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% |