SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 424 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 3.96 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $159,000 | +12.8% | 5,958 | +2.6% | 0.02% | 0.0% |
Q2 2020 | $141,000 | +39.6% | 5,808 | +19.1% | 0.02% | +5.0% |
Q1 2020 | $101,000 | +818.2% | 4,877 | +1170.1% | 0.02% | +900.0% |
Q4 2019 | $11,000 | +22.2% | 384 | +2.7% | 0.00% | 0.0% |
Q3 2019 | $9,000 | 0.0% | 374 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $9,000 | 0.0% | 374 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $9,000 | +12.5% | 374 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $8,000 | -20.0% | 374 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $10,000 | +11.1% | 374 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $9,000 | – | 374 | – | 0.00% | – |
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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% |