SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 593 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $300,934 | +3.4% | 12,273 | -0.2% | 0.19% | -2.1% |
| Q4 2022 | $290,975 | -5.5% | 12,293 | -10.1% | 0.19% | -6.8% |
| Q3 2022 | $308,000 | -11.2% | 13,671 | -0.5% | 0.20% | -4.2% |
| Q2 2022 | $347,000 | – | 13,741 | +41539.4% | 0.21% | – |
| Q2 2020 | $0 | – | 33 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 33 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 33 | -97.9% | 0.00% | -100.0% |
| Q3 2019 | $39,000 | +143.8% | 1,549 | +149.4% | 0.05% | +128.6% |
| Q2 2019 | $16,000 | – | 621 | +3350.0% | 0.02% | – |
| Q1 2019 | $0 | -100.0% | 18 | -100.0% | 0.00% | -100.0% |
| Q2 2018 | $14,720,000 | -9.2% | 568,567 | +0.7% | 10.16% | -7.1% |
| Q1 2018 | $16,204,000 | +3.9% | 564,605 | +1.1% | 10.93% | +15.1% |
| Q4 2017 | $15,600,000 | – | 558,350 | – | 9.50% | – |
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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% |