SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 549 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $121,000 | +0.8% | 4,600 | 0.0% | 0.62% | -2.7% |
| Q1 2019 | $120,000 | +11.1% | 4,600 | 0.0% | 0.64% | +5.8% |
| Q4 2018 | $108,000 | -50.5% | 4,600 | -45.8% | 0.60% | -19.2% |
| Q3 2018 | $218,000 | 0.0% | 8,492 | +0.9% | 0.74% | +2.3% |
| Q2 2018 | $218,000 | -14.2% | 8,416 | -4.9% | 0.73% | -28.1% |
| Q1 2018 | $254,000 | -14.2% | 8,846 | -16.4% | 1.01% | +38.9% |
| Q4 2017 | $296,000 | +3.9% | 10,577 | 0.0% | 0.73% | -12.6% |
| Q3 2017 | $285,000 | +8.4% | 10,577 | 0.0% | 0.83% | +58.2% |
| Q2 2017 | $263,000 | +4.0% | 10,577 | +0.2% | 0.53% | +14.3% |
| Q1 2017 | $253,000 | -4.2% | 10,553 | -13.7% | 0.46% | -1.1% |
| Q4 2016 | $264,000 | +40.4% | 12,228 | +50.0% | 0.46% | +42.2% |
| Q3 2016 | $188,000 | -76.5% | 8,153 | -78.3% | 0.33% | -77.7% |
| Q2 2016 | $801,000 | +132.2% | 37,613 | +126.2% | 1.47% | +138.5% |
| Q1 2016 | $345,000 | -83.3% | 16,628 | -84.3% | 0.62% | -82.6% |
| Q4 2015 | $2,070,000 | – | 106,090 | – | 3.55% | – |
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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% |