SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 435 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.36 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $434 | -3.6% | 18,141 | -0.8% | 0.07% | -7.9% |
Q2 2023 | $450 | -1.1% | 18,288 | -1.5% | 0.08% | -9.5% |
Q1 2023 | $455 | +1.1% | 18,575 | -2.2% | 0.08% | -6.7% |
Q4 2022 | $450 | -99.9% | 19,001 | -15.5% | 0.09% | -15.9% |
Q3 2022 | $504,000 | -16.7% | 22,495 | -5.6% | 0.11% | -1.8% |
Q2 2022 | $605,000 | -6.3% | 23,832 | +2.4% | 0.11% | +6.9% |
Q1 2022 | $646,000 | -2.7% | 23,274 | +3.8% | 0.10% | +10.9% |
Q4 2021 | $664,000 | +5.1% | 22,432 | +8.2% | 0.09% | -4.2% |
Q3 2021 | $632,000 | -1.9% | 20,727 | +5.8% | 0.10% | -17.2% |
Q2 2021 | $644,000 | +0.6% | 19,594 | -2.6% | 0.12% | +11.5% |
Q1 2021 | $640,000 | +3.7% | 20,127 | -0.0% | 0.10% | +2.0% |
Q4 2020 | $617,000 | +9.6% | 20,128 | -4.4% | 0.10% | -2.9% |
Q3 2020 | $563,000 | +6.6% | 21,049 | -2.9% | 0.10% | -7.9% |
Q2 2020 | $528,000 | +4.1% | 21,684 | -11.5% | 0.11% | -12.3% |
Q1 2020 | $507,000 | -27.4% | 24,513 | -3.9% | 0.13% | -1.5% |
Q4 2019 | $698,000 | +7.1% | 25,517 | -1.7% | 0.13% | -9.0% |
Q3 2019 | $652,000 | -4.4% | 25,948 | -0.2% | 0.14% | -45.5% |
Q2 2019 | $682,000 | +0.6% | 25,996 | -0.2% | 0.27% | +4.7% |
Q1 2019 | $678,000 | +7.8% | 26,060 | -2.6% | 0.25% | -11.2% |
Q4 2018 | $629,000 | +0.2% | 26,751 | +9.5% | 0.29% | +7.9% |
Q3 2018 | $628,000 | +4.5% | 24,425 | +5.2% | 0.26% | +0.4% |
Q2 2018 | $601,000 | +15.6% | 23,215 | +28.0% | 0.26% | +14.3% |
Q1 2018 | $520,000 | -2.1% | 18,131 | -4.5% | 0.23% | +3.1% |
Q4 2017 | $531,000 | +7.9% | 18,988 | +3.9% | 0.22% | +0.9% |
Q3 2017 | $492,000 | +2.3% | 18,270 | -5.6% | 0.22% | -5.9% |
Q2 2017 | $481,000 | -5.3% | 19,352 | -8.6% | 0.24% | -7.5% |
Q1 2017 | $508,000 | – | 21,177 | – | 0.26% | – |
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% |