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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $715,793 | +3.3% | 29,899 | +6.3% | 0.26% | +7.9% |
Q2 2023 | $692,853 | +2.7% | 28,130 | +2.2% | 0.24% | -5.2% |
Q1 2023 | $674,593 | +5.0% | 27,512 | +1.3% | 0.25% | -6.3% |
Q4 2022 | $642,616 | +6.4% | 27,149 | +0.6% | 0.27% | -5.3% |
Q3 2022 | $604,000 | -7.4% | 26,993 | +5.0% | 0.28% | -8.1% |
Q2 2022 | $652,000 | +51.6% | 25,717 | +66.3% | 0.31% | +48.6% |
Q1 2022 | $430,000 | -46.8% | 15,467 | -43.4% | 0.21% | -32.2% |
Q4 2021 | $809,000 | +13.3% | 27,324 | +16.6% | 0.31% | -1.9% |
Q3 2021 | $714,000 | +13.3% | 23,443 | +22.2% | 0.31% | +8.3% |
Q2 2021 | $630,000 | +39.4% | 19,180 | +34.7% | 0.29% | +22.5% |
Q1 2021 | $452,000 | +45.8% | 14,241 | +40.4% | 0.24% | +29.0% |
Q4 2020 | $310,000 | +545.8% | 10,141 | +438.3% | 0.18% | +408.3% |
Q3 2018 | $48,000 | 0.0% | 1,884 | 0.0% | 0.04% | -16.3% |
Q2 2018 | $48,000 | -7.7% | 1,884 | 0.0% | 0.04% | -8.5% |
Q4 2017 | $52,000 | – | 1,884 | – | 0.05% | – |
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% |