SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 579 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $822,434 | -32.8% | 34,746 | -36.4% | 0.07% | -38.5% |
| Q3 2022 | $1,223,000 | -33.1% | 54,597 | -24.2% | 0.11% | -31.0% |
| Q2 2022 | $1,829,000 | -19.3% | 72,044 | -11.7% | 0.16% | -10.2% |
| Q1 2022 | $2,266,000 | +88.4% | 81,612 | +100.9% | 0.18% | +93.4% |
| Q4 2021 | $1,203,000 | -0.6% | 40,621 | +2.4% | 0.09% | -8.1% |
| Q3 2021 | $1,210,000 | -7.8% | 39,687 | -0.5% | 0.10% | -7.5% |
| Q2 2021 | $1,312,000 | -74.6% | 39,888 | -75.4% | 0.11% | -76.5% |
| Q1 2021 | $5,163,000 | -51.7% | 162,474 | -52.6% | 0.46% | -5.6% |
| Q4 2020 | $10,690,000 | +206.9% | 342,816 | +163.4% | 0.48% | +37.7% |
| Q3 2020 | $3,483,000 | +286.1% | 130,161 | +251.2% | 0.35% | +260.8% |
| Q2 2020 | $902,000 | -81.7% | 37,064 | -84.4% | 0.10% | -84.7% |
| Q1 2020 | $4,925,000 | +69.7% | 238,054 | +124.4% | 0.63% | +96.9% |
| Q4 2019 | $2,903,000 | +5.8% | 106,083 | -2.8% | 0.32% | -2.7% |
| Q3 2019 | $2,744,000 | -25.1% | 109,191 | -21.8% | 0.33% | -23.9% |
| Q2 2019 | $3,662,000 | -35.1% | 139,547 | -35.6% | 0.44% | -33.4% |
| Q1 2019 | $5,640,000 | +70.1% | 216,839 | +53.9% | 0.65% | +52.2% |
| Q4 2018 | $3,316,000 | +6.5% | 140,909 | +16.3% | 0.43% | +16.3% |
| Q3 2018 | $3,115,000 | -71.5% | 121,168 | -71.3% | 0.37% | -72.8% |
| Q2 2018 | $10,945,000 | -46.1% | 422,746 | -40.2% | 1.36% | -46.4% |
| Q1 2018 | $20,297,000 | +60.0% | 707,193 | +55.8% | 2.53% | +66.9% |
| Q4 2017 | $12,684,000 | -14.3% | 453,965 | -17.4% | 1.51% | -17.6% |
| Q3 2017 | $14,792,000 | +97.6% | 549,694 | +82.5% | 1.84% | +92.7% |
| Q2 2017 | $7,486,000 | +51.8% | 301,242 | +46.5% | 0.95% | +49.5% |
| Q1 2017 | $4,930,000 | +64.6% | 205,683 | +48.0% | 0.64% | +38.1% |
| Q4 2016 | $2,996,000 | -31.6% | 138,942 | -26.8% | 0.46% | -29.9% |
| Q3 2016 | $4,378,000 | +85.0% | 189,837 | +70.8% | 0.66% | +79.6% |
| Q2 2016 | $2,366,000 | -10.8% | 111,125 | -13.0% | 0.37% | -14.1% |
| Q1 2016 | $2,653,000 | – | 127,752 | – | 0.43% | – |
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% |