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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $213,000 | -31.3% | 7,684 | -26.6% | 0.03% | -29.2% |
| Q4 2021 | $310,000 | -9.9% | 10,466 | -7.4% | 0.05% | -18.6% |
| Q3 2021 | $344,000 | +3.9% | 11,301 | +12.3% | 0.06% | +1.7% |
| Q2 2021 | $331,000 | +5.8% | 10,067 | +2.2% | 0.06% | -1.7% |
| Q1 2021 | $313,000 | +6.8% | 9,846 | +3.1% | 0.06% | -6.3% |
| Q4 2020 | $293,000 | +17.7% | 9,552 | +2.7% | 0.06% | -3.1% |
| Q3 2020 | $249,000 | +9.2% | 9,302 | -0.7% | 0.06% | -5.8% |
| Q2 2020 | $228,000 | -54.0% | 9,369 | -48.3% | 0.07% | -58.9% |
| Q4 2019 | $496,000 | +10.5% | 18,126 | +1.5% | 0.17% | -1.2% |
| Q3 2019 | $449,000 | -3.6% | 17,856 | +0.6% | 0.17% | -6.6% |
| Q2 2019 | $466,000 | +5.7% | 17,750 | +4.6% | 0.18% | -1.6% |
| Q1 2019 | $441,000 | +7.0% | 16,973 | -3.0% | 0.18% | +1.1% |
| Q4 2018 | $412,000 | +11.1% | 17,493 | +21.2% | 0.18% | +33.6% |
| Q3 2018 | $371,000 | +8.2% | 14,434 | +9.0% | 0.14% | +3.0% |
| Q2 2018 | $343,000 | +3.0% | 13,246 | +14.3% | 0.13% | -5.0% |
| Q1 2018 | $333,000 | +22.9% | 11,590 | +19.6% | 0.14% | +23.9% |
| Q4 2017 | $271,000 | – | 9,692 | – | 0.11% | – |
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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% |