SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 640 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $180,049 | +96182.9% | 7,521 | -0.8% | 0.08% | 0.0% |
Q2 2023 | $187 | +0.5% | 7,581 | +0.0% | 0.08% | -6.7% |
Q1 2023 | $186 | +12.0% | 7,580 | +8.1% | 0.09% | +3.5% |
Q4 2022 | $166 | -99.9% | 7,009 | -9.1% | 0.09% | -4.4% |
Q3 2022 | $173,000 | -11.7% | 7,707 | 0.0% | 0.09% | -6.2% |
Q2 2022 | $196,000 | -8.4% | 7,707 | 0.0% | 0.10% | +11.6% |
Q1 2022 | $214,000 | -3.6% | 7,707 | +2.9% | 0.09% | +3.6% |
Q4 2021 | $222,000 | -2.6% | 7,487 | +0.0% | 0.08% | -13.5% |
Q3 2021 | $228,000 | +2.2% | 7,485 | 0.0% | 0.10% | +5.5% |
Q2 2021 | $223,000 | -4.3% | 7,485 | +1.9% | 0.09% | -19.5% |
Q1 2021 | $233,000 | +9.4% | 7,345 | +5.6% | 0.11% | +3.7% |
Q4 2020 | $213,000 | +1.4% | 6,955 | +0.0% | 0.11% | -1.8% |
Q3 2020 | $210,000 | +28.0% | 6,953 | +3.1% | 0.11% | +8.8% |
Q2 2020 | $164,000 | +6.5% | 6,743 | -3.0% | 0.10% | -1.9% |
Q1 2020 | $154,000 | -3.1% | 6,953 | +19.6% | 0.10% | 0.0% |
Q4 2019 | $159,000 | +6.7% | 5,813 | -2.0% | 0.10% | -1.9% |
Q3 2019 | $149,000 | -8.6% | 5,934 | -3.9% | 0.11% | -10.9% |
Q2 2019 | $163,000 | +3.2% | 6,178 | +1.6% | 0.12% | -3.3% |
Q1 2019 | $158,000 | +12.1% | 6,078 | +1.7% | 0.12% | 0.0% |
Q4 2018 | $141,000 | +1.4% | 5,976 | +0.1% | 0.12% | +26.8% |
Q3 2018 | $139,000 | -14.2% | 5,972 | +0.1% | 0.10% | -6.7% |
Q2 2018 | $162,000 | -9.0% | 5,964 | -3.9% | 0.10% | -16.8% |
Q1 2018 | $178,000 | +2.9% | 6,204 | +0.3% | 0.12% | -9.4% |
Q4 2017 | $173,000 | – | 6,188 | – | 0.14% | – |
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% |