SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 435 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.36 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $229,000 | -8.4% | 8,262 | -2.2% | 0.02% | 0.0% |
| Q4 2021 | $250,000 | +6.8% | 8,451 | +10.0% | 0.02% | -4.8% |
| Q3 2021 | $234,000 | -98.8% | 7,680 | -99.2% | 0.02% | -99.5% |
| Q1 2020 | $19,654,000 | +1.5% | 949,945 | +34.2% | 4.22% | +14.3% |
| Q4 2019 | $19,368,000 | +36.1% | 707,620 | +24.9% | 3.69% | +33.8% |
| Q3 2019 | $14,235,000 | -99.9% | 566,469 | +5.4% | 2.76% | -15.9% |
| Q2 2019 | $14,187,451,000 | +98746.6% | 537,384 | -2.6% | 3.28% | -19.2% |
| Q1 2019 | $14,353,000 | +11.6% | 551,812 | +1.0% | 4.06% | +7.0% |
| Q4 2018 | $12,856,000 | +145.3% | 546,174 | +163.1% | 3.79% | +174.3% |
| Q3 2018 | $5,241,000 | -61.6% | 207,629 | -60.7% | 1.38% | -77.5% |
| Q2 2018 | $13,665,000 | -21.9% | 527,794 | -13.6% | 6.15% | -8.6% |
| Q1 2018 | $17,501,000 | +19.7% | 611,030 | +17.9% | 6.72% | +16.5% |
| Q4 2017 | $14,624,000 | +23.4% | 518,420 | +17.7% | 5.77% | +0.5% |
| Q3 2017 | $11,853,000 | +228.4% | 440,477 | +203.3% | 5.75% | +184.8% |
| Q2 2017 | $3,609,000 | +44.6% | 145,237 | +39.5% | 2.02% | +8.1% |
| Q1 2017 | $2,495,000 | +38.1% | 104,098 | +24.2% | 1.87% | +24.0% |
| Q4 2016 | $1,807,000 | – | 83,829 | – | 1.51% | – |
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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% |