SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 497 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,480,304 | -88.0% | 103,605 | -87.6% | 0.15% | -88.3% |
| Q2 2023 | $20,627,090 | +4.2% | 837,478 | +3.7% | 1.31% | -1.1% |
| Q1 2023 | $19,798,701 | +12.5% | 807,451 | +8.6% | 1.32% | +7.9% |
| Q4 2022 | $17,593,605 | +15.6% | 743,287 | +9.4% | 1.22% | -3.6% |
| Q3 2022 | $15,225,000 | +0.3% | 679,702 | +13.6% | 1.27% | -4.6% |
| Q2 2022 | $15,180,000 | -5.6% | 598,101 | +3.3% | 1.33% | -3.1% |
| Q1 2022 | $16,072,000 | +517.9% | 578,741 | +559.0% | 1.37% | +484.7% |
| Q4 2021 | $2,601,000 | +9.0% | 87,819 | +12.2% | 0.24% | -3.3% |
| Q3 2021 | $2,386,000 | -19.6% | 78,288 | -13.2% | 0.24% | -25.0% |
| Q2 2021 | $2,967,000 | +36.9% | 90,227 | +32.3% | 0.32% | +7.3% |
| Q1 2021 | $2,168,000 | -1.0% | 68,212 | -4.6% | 0.30% | -25.8% |
| Q4 2020 | $2,191,000 | +40.8% | 71,512 | +22.9% | 0.41% | +18.0% |
| Q3 2020 | $1,556,000 | +5.6% | 58,176 | -3.9% | 0.34% | -0.3% |
| Q2 2020 | $1,473,000 | +18.7% | 60,510 | +0.9% | 0.35% | +2.4% |
| Q1 2020 | $1,241,000 | -16.3% | 59,975 | +10.7% | 0.34% | -28.7% |
| Q4 2019 | $1,483,000 | +15.8% | 54,184 | +6.3% | 0.47% | -24.8% |
| Q3 2019 | $1,281,000 | -6.5% | 50,960 | -2.4% | 0.63% | -23.9% |
| Q2 2019 | $1,370,000 | -94.1% | 52,227 | -94.2% | 0.83% | -92.7% |
| Q1 2019 | $23,412,000 | +84.5% | 900,138 | +66.9% | 11.29% | +78.3% |
| Q4 2018 | $12,688,000 | +1268700.0% | 539,252 | +998514.8% | 6.33% | +633200.0% |
| Q3 2018 | $1,000 | -50.0% | 54 | -40.7% | 0.00% | 0.0% |
| Q2 2018 | $2,000 | 0.0% | 91 | +68.5% | 0.00% | 0.0% |
| Q1 2018 | $2,000 | – | 54 | +237.5% | 0.00% | – |
| Q4 2017 | $0 | – | 16 | – | 0.00% | – |
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% |