SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 150 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $27,000 | -35.7% | 904 | -34.6% | 0.00% | -33.3% |
| Q3 2021 | $42,000 | -4.5% | 1,383 | +2.7% | 0.00% | -25.0% |
| Q2 2021 | $44,000 | +2.3% | 1,346 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $43,000 | +7.5% | 1,346 | +2.7% | 0.00% | 0.0% |
| Q4 2020 | $40,000 | +60.0% | 1,311 | +37.7% | 0.00% | +33.3% |
| Q3 2020 | $25,000 | +38.9% | 952 | +9.6% | 0.00% | +50.0% |
| Q1 2020 | $18,000 | -25.0% | 869 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $24,000 | +9.1% | 869 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $22,000 | +83.3% | 869 | +97.5% | 0.00% | +100.0% |
| Q2 2019 | $12,000 | -20.0% | 440 | -28.7% | 0.00% | -66.7% |
| Q4 2018 | $15,000 | +25.0% | 617 | +40.2% | 0.00% | 0.0% |
| Q3 2017 | $12,000 | -99.9% | 440 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $11,000,000 | 0.0% | 440 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $11,000,000 | -63.3% | 440 | -68.4% | 0.00% | -40.0% |
| Q4 2016 | $30,000,000 | +93650.0% | 1,392 | 0.0% | 0.01% | -16.7% |
| Q3 2016 | $32,000 | +255.6% | 1,392 | +216.4% | 0.01% | +100.0% |
| Q2 2016 | $9,000 | 0.0% | 440 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $9,000 | +12.5% | 440 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $8,000 | 0.0% | 440 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $8,000 | -20.0% | 440 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $10,000 | 0.0% | 440 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $10,000 | -9.1% | 440 | 0.0% | 0.00% | -25.0% |
| Q4 2014 | $11,000 | – | 440 | – | 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% |