SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 333 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $16,395,285 | -2.4% | 684,849 | +0.5% | 0.01% | 0.0% |
Q2 2023 | $16,790,320 | +3.5% | 681,702 | +3.0% | 0.01% | 0.0% |
Q1 2023 | $16,230,205 | +1.0% | 661,917 | -2.5% | 0.01% | 0.0% |
Q4 2022 | $16,061,965 | +12.0% | 678,579 | +6.0% | 0.01% | 0.0% |
Q3 2022 | $14,338,000 | -15.2% | 640,072 | -3.9% | 0.01% | -14.3% |
Q2 2022 | $16,899,000 | -6.8% | 665,835 | +2.0% | 0.01% | +16.7% |
Q1 2022 | $18,133,000 | -0.9% | 652,966 | +5.7% | 0.01% | +20.0% |
Q4 2021 | $18,304,000 | +4.2% | 617,962 | +7.3% | 0.01% | -16.7% |
Q3 2021 | $17,561,000 | -4.7% | 576,152 | +2.8% | 0.01% | 0.0% |
Q2 2021 | $18,421,000 | +6.1% | 560,255 | +2.6% | 0.01% | 0.0% |
Q1 2021 | $17,356,000 | +10.7% | 546,139 | +6.8% | 0.01% | +20.0% |
Q4 2020 | $15,675,000 | +18.2% | 511,429 | +3.2% | 0.01% | 0.0% |
Q3 2020 | $13,261,000 | +27.8% | 495,544 | +16.3% | 0.01% | +25.0% |
Q2 2020 | $10,379,000 | +37.8% | 426,245 | +17.1% | 0.00% | 0.0% |
Q1 2020 | $7,533,000 | -37.4% | 364,101 | -17.2% | 0.00% | 0.0% |
Q4 2019 | $12,041,000 | +11.8% | 439,935 | +2.6% | 0.00% | 0.0% |
Q3 2019 | $10,774,000 | -18.8% | 428,716 | -15.2% | 0.00% | -20.0% |
Q2 2019 | $13,272,000 | +5.7% | 505,807 | +4.8% | 0.01% | 0.0% |
Q1 2019 | $12,558,000 | +9.3% | 482,810 | -1.1% | 0.01% | 0.0% |
Q4 2018 | $11,492,000 | +39.4% | 488,392 | +52.3% | 0.01% | +66.7% |
Q3 2018 | $8,246,000 | -0.9% | 320,748 | -0.2% | 0.00% | -25.0% |
Q2 2018 | $8,320,000 | -6.2% | 321,378 | +4.0% | 0.00% | 0.0% |
Q1 2018 | $8,868,000 | +2.0% | 308,991 | -0.7% | 0.00% | 0.0% |
Q4 2017 | $8,694,000 | +6.0% | 311,156 | +2.1% | 0.00% | 0.0% |
Q3 2017 | $8,199,000 | +12.5% | 304,699 | +3.9% | 0.00% | 0.0% |
Q2 2017 | $7,289,000 | +0.5% | 293,306 | -3.0% | 0.00% | 0.0% |
Q1 2017 | $7,250,000 | +16.7% | 302,468 | +5.0% | 0.00% | +33.3% |
Q4 2016 | $6,210,000 | -7.9% | 288,037 | -1.5% | 0.00% | -25.0% |
Q3 2016 | $6,741,000 | +11.5% | 292,318 | +2.9% | 0.00% | 0.0% |
Q2 2016 | $6,047,000 | +9.6% | 284,049 | +6.9% | 0.00% | 0.0% |
Q1 2016 | $5,518,000 | +7.2% | 265,695 | +0.7% | 0.00% | +33.3% |
Q4 2015 | $5,148,000 | +503.5% | 263,870 | +525.1% | 0.00% | +200.0% |
Q3 2015 | $853,000 | -55.9% | 42,210 | -46.4% | 0.00% | 0.0% |
Q2 2015 | $1,936,000 | +1190.7% | 78,772 | +1181.3% | 0.00% | – |
Q1 2015 | $150,000 | +54.6% | 6,148 | +51.8% | 0.00% | – |
Q4 2014 | $97,000 | – | 4,051 | – | 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% |