SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 540 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.80 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $675,946 | -4.5% | 28,235 | -1.8% | 0.42% | -5.0% |
| Q2 2023 | $708,063 | -2.0% | 28,748 | -2.5% | 0.44% | -10.3% |
| Q1 2023 | $722,850 | -1.0% | 29,480 | -4.4% | 0.49% | -8.5% |
| Q4 2022 | $729,793 | -5.1% | 30,832 | -10.2% | 0.54% | -12.2% |
| Q3 2022 | $769,000 | -7.2% | 34,343 | +5.1% | 0.61% | -2.5% |
| Q2 2022 | $829,000 | -7.0% | 32,663 | +1.8% | 0.63% | -2.5% |
| Q1 2022 | $891,000 | -1.7% | 32,093 | +4.9% | 0.65% | +8.4% |
| Q4 2021 | $906,000 | -0.4% | 30,593 | +2.5% | 0.60% | -4.0% |
| Q3 2021 | $910,000 | -12.7% | 29,844 | -5.8% | 0.62% | -14.9% |
| Q2 2021 | $1,042,000 | +6.5% | 31,683 | +2.9% | 0.73% | -4.2% |
| Q1 2021 | $978,000 | -6.0% | 30,777 | -9.3% | 0.76% | -25.4% |
| Q4 2020 | $1,040,000 | +74.5% | 33,930 | +52.3% | 1.02% | +57.7% |
| Q3 2020 | $596,000 | +9.4% | 22,282 | -0.5% | 0.65% | +4.5% |
| Q2 2020 | $545,000 | +20.8% | 22,399 | +2.7% | 0.62% | +5.1% |
| Q1 2020 | $451,000 | -36.7% | 21,810 | -16.1% | 0.59% | -20.9% |
| Q4 2019 | $712,000 | +20.9% | 26,007 | +10.9% | 0.75% | +55.1% |
| Q3 2019 | $589,000 | +3.5% | 23,449 | +8.2% | 0.48% | +2.1% |
| Q2 2019 | $569,000 | +15.4% | 21,677 | +14.3% | 0.47% | +16.3% |
| Q1 2019 | $493,000 | +14.9% | 18,964 | +3.9% | 0.40% | +3.3% |
| Q4 2018 | $429,000 | +13.5% | 18,249 | +24.2% | 0.39% | +24.8% |
| Q3 2018 | $378,000 | +8.3% | 14,699 | +8.9% | 0.31% | +7.5% |
| Q2 2018 | $349,000 | +1.7% | 13,499 | +12.9% | 0.29% | -1.7% |
| Q1 2018 | $343,000 | +10.6% | 11,960 | +7.2% | 0.30% | +9.2% |
| Q4 2017 | $310,000 | -0.6% | 11,157 | -3.7% | 0.27% | -4.6% |
| Q3 2017 | $312,000 | +9.9% | 11,588 | +1.4% | 0.28% | +6.3% |
| Q2 2017 | $284,000 | +15.4% | 11,424 | +11.3% | 0.27% | +12.1% |
| Q1 2017 | $246,000 | +10.8% | 10,267 | -0.3% | 0.24% | +6.2% |
| Q4 2016 | $222,000 | – | 10,294 | – | 0.22% | – |
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% |