SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 549 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $142,000 | -9.0% | 5,610 | +0.0% | 0.05% | +11.4% |
| Q1 2022 | $156,000 | +4.0% | 5,609 | +11.0% | 0.04% | +4.8% |
| Q4 2021 | $150,000 | +41.5% | 5,052 | +45.9% | 0.04% | +31.2% |
| Q3 2021 | $106,000 | +12.8% | 3,462 | +21.6% | 0.03% | +18.5% |
| Q2 2021 | $94,000 | +91.8% | 2,847 | +84.6% | 0.03% | +68.8% |
| Q1 2021 | $49,000 | +250.0% | 1,542 | +248.9% | 0.02% | +220.0% |
| Q4 2020 | $14,000 | +16.7% | 442 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $12,000 | +20.0% | 442 | 0.0% | 0.01% | +25.0% |
| Q2 2020 | $10,000 | +11.1% | 442 | 0.0% | 0.00% | -20.0% |
| Q1 2020 | $9,000 | -25.0% | 442 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $12,000 | +9.1% | 442 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $11,000 | -8.3% | 442 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $12,000 | +9.1% | 442 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $11,000 | – | 442 | – | 0.01% | – |
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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% |