SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 497 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $820,725 | -3.5% | 34,283 | -0.7% | 0.09% | +3.3% |
| Q2 2023 | $850,365 | -19.1% | 34,526 | -19.5% | 0.09% | -11.7% |
| Q1 2023 | $1,051,636 | +4.1% | 42,889 | +0.5% | 0.10% | +5.1% |
| Q4 2022 | $1,010,228 | -4.7% | 42,680 | -9.8% | 0.10% | -22.8% |
| Q3 2022 | $1,060,000 | -13.8% | 47,325 | -2.3% | 0.13% | +4.1% |
| Q2 2022 | $1,230,000 | -99.9% | 48,449 | -16.0% | 0.12% | -6.9% |
| Q1 2022 | $1,600,776,000 | -6.0% | 57,644 | +0.3% | 0.13% | -4.4% |
| Q4 2021 | $1,702,656,000 | -0.2% | 57,483 | +2.7% | 0.14% | -7.4% |
| Q3 2021 | $1,706,765,000 | +143567.1% | 55,996 | +55.0% | 0.15% | -0.7% |
| Q2 2021 | $1,188,000 | -22.5% | 36,130 | -25.0% | 0.15% | -8.0% |
| Q1 2021 | $1,532,000 | +2.5% | 48,199 | -1.2% | 0.16% | -14.3% |
| Q4 2020 | $1,495,000 | +17.4% | 48,792 | +7.5% | 0.19% | +10.5% |
| Q3 2020 | $1,273,000 | +15.2% | 45,396 | +0.1% | 0.17% | -4.5% |
| Q2 2020 | $1,105,000 | +13.1% | 45,363 | -3.9% | 0.18% | -12.7% |
| Q1 2020 | $977,000 | -38.9% | 47,209 | -19.3% | 0.20% | -25.5% |
| Q4 2019 | $1,600,000 | +66.3% | 58,482 | +52.8% | 0.28% | -58.8% |
| Q3 2019 | $962,000 | +5.9% | 38,280 | +10.6% | 0.67% | +81.0% |
| Q2 2019 | $908,000 | +23.2% | 34,614 | +22.2% | 0.37% | +87.3% |
| Q1 2019 | $737,000 | +58.2% | 28,317 | +43.7% | 0.20% | +71.3% |
| Q4 2018 | $466,000 | -36.2% | 19,711 | -30.6% | 0.12% | +10.6% |
| Q3 2018 | $730,000 | +2.1% | 28,411 | +2.9% | 0.10% | -52.3% |
| Q2 2018 | $715,000 | -8.7% | 27,600 | +1.2% | 0.22% | -10.3% |
| Q1 2018 | $783,000 | -13.2% | 27,267 | -15.5% | 0.24% | +7.5% |
| Q4 2017 | $902,000 | +0.9% | 32,278 | -2.8% | 0.23% | -22.9% |
| Q3 2017 | $894,000 | +33.6% | 33,206 | +23.4% | 0.29% | +20.1% |
| Q2 2017 | $669,000 | +23.2% | 26,908 | +18.8% | 0.24% | +14.6% |
| Q1 2017 | $543,000 | +72.9% | 22,644 | +55.4% | 0.21% | +36.5% |
| Q4 2016 | $314,000 | +7.2% | 14,572 | +14.8% | 0.16% | +6.8% |
| Q3 2016 | $293,000 | +46.5% | 12,693 | +35.0% | 0.15% | +33.9% |
| Q2 2016 | $200,000 | -99.9% | 9,399 | -46.7% | 0.11% | -20.4% |
| Q2 2015 | $216,843,000 | – | 17,626 | – | 0.14% | – |
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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% |