SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 640 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $92,692 | +7.9% | 3,872 | +11.0% | 0.02% | +7.1% |
| Q2 2023 | $85,881 | -16.1% | 3,487 | -16.5% | 0.01% | -22.2% |
| Q1 2023 | $102,355 | +4.4% | 4,174 | +0.7% | 0.02% | 0.0% |
| Q4 2022 | $98,073 | +7.8% | 4,143 | +1.4% | 0.02% | -5.3% |
| Q3 2022 | $91,000 | -12.5% | 4,085 | 0.0% | 0.02% | -9.5% |
| Q2 2022 | $104,000 | -8.0% | 4,085 | +0.2% | 0.02% | 0.0% |
| Q1 2022 | $113,000 | -16.3% | 4,078 | -10.2% | 0.02% | -16.0% |
| Q4 2021 | $135,000 | +46.7% | 4,543 | +50.0% | 0.02% | +31.6% |
| Q3 2021 | $92,000 | -34.8% | 3,028 | -29.5% | 0.02% | -34.5% |
| Q2 2021 | $141,000 | +3.7% | 4,296 | +0.5% | 0.03% | 0.0% |
| Q1 2021 | $136,000 | -43.8% | 4,274 | -46.1% | 0.03% | +3.6% |
| Q4 2020 | $242,000 | +132.7% | 7,924 | +103.2% | 0.03% | -3.4% |
| Q3 2020 | $104,000 | +1055.6% | 3,899 | +912.7% | 0.03% | +866.7% |
| Q2 2020 | $9,000 | +12.5% | 385 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -27.3% | 385 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $11,000 | – | 385 | – | 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% |