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 | $6,186,917 | -8.8% | 258,434 | -6.2% | 4.11% | -12.9% |
| Q2 2023 | $6,784,607 | -1.5% | 275,461 | -2.0% | 4.72% | -12.6% |
| Q1 2023 | $6,888,812 | -30.7% | 280,947 | -33.1% | 5.39% | -39.4% |
| Q4 2022 | $9,943,102 | +7.6% | 420,072 | +1.8% | 8.90% | -2.7% |
| Q3 2022 | $9,240,000 | -12.1% | 412,496 | -0.3% | 9.15% | -7.7% |
| Q2 2022 | $10,506,000 | -15.7% | 413,942 | -7.8% | 9.91% | +25.1% |
| Q1 2022 | $12,468,000 | -17.6% | 448,958 | -12.1% | 7.92% | -9.6% |
| Q4 2021 | $15,124,000 | -26.1% | 510,600 | -24.0% | 8.77% | -30.5% |
| Q3 2021 | $20,473,000 | -2.4% | 671,681 | +5.3% | 12.62% | +0.8% |
| Q2 2021 | $20,974,000 | +5.5% | 637,890 | +2.0% | 12.52% | -4.5% |
| Q1 2021 | $19,876,000 | -2.0% | 625,425 | -5.5% | 13.11% | -6.3% |
| Q4 2020 | $20,280,000 | +14.9% | 661,670 | +0.4% | 13.99% | -1.2% |
| Q3 2020 | $17,651,000 | +12.4% | 659,058 | +2.2% | 14.16% | +4.5% |
| Q2 2020 | $15,707,000 | +28.9% | 645,043 | +9.6% | 13.56% | +7.3% |
| Q1 2020 | $12,182,000 | -30.1% | 588,796 | -7.5% | 12.63% | +21.2% |
| Q4 2019 | $17,428,000 | +15.5% | 636,762 | +6.1% | 10.42% | -22.1% |
| Q3 2019 | $15,087,000 | +35.3% | 600,431 | +41.3% | 13.38% | +20.4% |
| Q2 2019 | $11,151,000 | +6.0% | 424,964 | +5.1% | 11.11% | +151.0% |
| Q1 2019 | $10,517,000 | +22.7% | 404,352 | +11.0% | 4.43% | -50.4% |
| Q4 2018 | $8,569,000 | +4.8% | 364,178 | +14.5% | 8.93% | +17.1% |
| Q3 2018 | $8,177,000 | +34.9% | 318,050 | +35.9% | 7.63% | +10.0% |
| Q2 2018 | $6,060,000 | +7.5% | 234,054 | +19.2% | 6.94% | +47.6% |
| Q1 2018 | $5,637,000 | +28.6% | 196,395 | +25.2% | 4.70% | +30.5% |
| Q4 2017 | $4,383,000 | – | 156,877 | – | 3.60% | – |
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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% |