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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $223,650 | -2.8% | 9,342 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $230,096 | -82.8% | 9,342 | -80.9% | 0.02% | -92.9% |
Q4 2019 | $1,338,000 | +11.8% | 48,899 | +2.7% | 0.24% | +2.1% |
Q3 2019 | $1,197,000 | -6.1% | 47,615 | -1.4% | 0.23% | -6.0% |
Q2 2019 | $1,275,000 | +1.5% | 48,306 | 0.0% | 0.25% | +2.0% |
Q1 2019 | $1,256,000 | +22.3% | 48,306 | +10.7% | 0.24% | +3.4% |
Q4 2018 | $1,027,000 | – | 43,629 | – | 0.24% | – |
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% |