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 | $1,884,516 | +9.6% | 78,718 | +12.8% | 0.62% | +16.2% |
| Q2 2023 | $1,719,236 | +7.9% | 69,803 | +7.4% | 0.53% | +10.0% |
| Q1 2023 | $1,593,202 | -1.3% | 64,976 | +1.0% | 0.48% | +20.5% |
| Q4 2022 | $1,613,905 | +0.4% | 64,325 | -8.8% | 0.40% | -7.8% |
| Q3 2022 | $1,607,000 | -3.7% | 70,534 | +7.3% | 0.43% | 0.0% |
| Q2 2022 | $1,668,000 | +2.0% | 65,720 | +0.9% | 0.43% | +1.9% |
| Q1 2022 | $1,635,000 | -21.1% | 65,103 | -6.9% | 0.43% | -11.2% |
| Q4 2021 | $2,071,000 | -0.3% | 69,924 | +2.6% | 0.48% | +6.7% |
| Q3 2021 | $2,077,000 | -3.9% | 68,151 | -2.0% | 0.45% | +3.7% |
| Q2 2021 | $2,161,000 | -1.4% | 69,537 | +0.2% | 0.43% | 0.0% |
| Q1 2021 | $2,192,000 | +17.6% | 69,381 | +14.1% | 0.43% | +8.8% |
| Q4 2020 | $1,864,000 | +7.3% | 60,828 | +2.2% | 0.40% | +3.4% |
| Q3 2020 | $1,737,000 | +6.6% | 59,492 | -1.9% | 0.39% | +13.9% |
| Q2 2020 | $1,630,000 | -4.8% | 60,645 | -26.7% | 0.34% | -12.2% |
| Q1 2020 | $1,712,000 | +81.5% | 82,757 | +140.2% | 0.39% | +69.3% |
| Q4 2019 | $943,000 | +9.4% | 34,453 | +0.5% | 0.23% | +11.8% |
| Q3 2019 | $862,000 | -6.1% | 34,295 | -2.0% | 0.20% | -15.0% |
| Q2 2019 | $918,000 | -4.1% | 35,001 | -4.9% | 0.24% | -9.8% |
| Q1 2019 | $957,000 | +20.5% | 36,794 | +9.0% | 0.27% | -22.2% |
| Q4 2018 | $794,000 | -63.1% | 33,755 | -59.7% | 0.34% | -40.1% |
| Q3 2018 | $2,154,000 | +124.8% | 83,748 | +126.3% | 0.57% | -27.4% |
| Q2 2018 | $958,000 | -8.1% | 37,002 | +1.9% | 0.79% | +1.2% |
| Q1 2018 | $1,042,000 | +31.9% | 36,322 | +28.5% | 0.78% | +17.3% |
| Q4 2017 | $790,000 | +82.9% | 28,261 | +76.2% | 0.66% | -64.3% |
| Q3 2017 | $432,000 | – | 16,036 | – | 1.86% | – |
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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% |