SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 424 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 3.96 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $257,000 | -8.2% | 9,243 | -2.1% | 0.07% | -9.1% |
| Q4 2021 | $280,000 | -7.3% | 9,440 | -4.8% | 0.08% | -14.4% |
| Q3 2021 | $302,000 | -9.9% | 9,914 | -2.8% | 0.09% | -2.2% |
| Q2 2021 | $335,000 | -29.3% | 10,200 | -31.6% | 0.09% | -7.1% |
| Q1 2021 | $474,000 | -31.3% | 14,918 | -33.7% | 0.10% | -35.7% |
| Q4 2020 | $690,000 | +35.0% | 22,500 | +17.8% | 0.15% | +17.6% |
| Q3 2020 | $511,000 | +44.4% | 19,106 | +31.5% | 0.13% | +56.0% |
| Q2 2020 | $354,000 | -29.9% | 14,524 | -40.5% | 0.08% | -43.6% |
| Q1 2020 | $505,000 | -41.0% | 24,410 | -21.9% | 0.15% | -31.0% |
| Q4 2019 | $856,000 | -55.2% | 31,260 | -58.9% | 0.22% | -58.9% |
| Q3 2019 | $1,912,000 | -13.4% | 76,101 | -9.5% | 0.52% | -17.6% |
| Q2 2019 | $2,207,000 | +56.5% | 84,124 | +55.2% | 0.64% | +42.8% |
| Q1 2019 | $1,410,000 | +51.3% | 54,210 | +36.8% | 0.45% | +20.9% |
| Q4 2018 | $932,000 | -14.6% | 39,622 | -6.7% | 0.37% | -5.4% |
| Q3 2018 | $1,091,000 | +25.3% | 42,448 | +26.1% | 0.39% | +17.8% |
| Q2 2018 | $871,000 | -14.2% | 33,656 | -4.9% | 0.33% | -23.6% |
| Q1 2018 | $1,015,000 | +64.2% | 35,376 | +59.8% | 0.43% | +68.5% |
| Q4 2017 | $618,000 | – | 22,134 | – | 0.26% | – |
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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% |