SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 579 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,534 | -2.8% | 440 | 0.0% | 0.01% | +14.3% |
Q2 2023 | $10,838 | +0.5% | 440 | 0.0% | 0.01% | -12.5% |
Q1 2023 | $10,789 | +3.6% | 440 | 0.0% | 0.01% | +14.3% |
Q4 2022 | $10,415 | +4.2% | 440 | 0.0% | 0.01% | -12.5% |
Q3 2022 | $10,000 | -9.1% | 440 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $11,000 | -8.3% | 440 | 0.0% | 0.01% | +14.3% |
Q1 2022 | $12,000 | -7.7% | 440 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $13,000 | 0.0% | 440 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $13,000 | -7.1% | 440 | 0.0% | 0.01% | -12.5% |
Q2 2021 | $14,000 | 0.0% | 440 | 0.0% | 0.01% | -11.1% |
Q1 2021 | $14,000 | +7.7% | 440 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $13,000 | +8.3% | 440 | 0.0% | 0.01% | -18.2% |
Q3 2020 | $12,000 | +9.1% | 440 | 0.0% | 0.01% | -8.3% |
Q2 2020 | $11,000 | +22.2% | 440 | 0.0% | 0.01% | +9.1% |
Q1 2020 | $9,000 | -55.0% | 440 | -40.5% | 0.01% | -35.3% |
Q4 2019 | $20,000 | +5.3% | 740 | 0.0% | 0.02% | -5.6% |
Q3 2019 | $19,000 | 0.0% | 740 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $19,000 | 0.0% | 740 | 0.0% | 0.02% | -10.0% |
Q1 2019 | $19,000 | +11.8% | 740 | 0.0% | 0.02% | -4.8% |
Q4 2018 | $17,000 | – | 740 | – | 0.02% | – |
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% |