SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 593 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $384,000 | -5.0% | 15,146 | +4.2% | 0.07% | +21.8% |
| Q1 2022 | $404,000 | -0.7% | 14,542 | +5.9% | 0.06% | -1.8% |
| Q4 2021 | $407,000 | +0.7% | 13,731 | +3.5% | 0.06% | -6.7% |
| Q3 2021 | $404,000 | -6.7% | 13,268 | +0.7% | 0.06% | -9.1% |
| Q2 2021 | $433,000 | +14.9% | 13,170 | +11.1% | 0.07% | +3.1% |
| Q1 2021 | $377,000 | +9.3% | 11,851 | +5.1% | 0.06% | -5.9% |
| Q4 2020 | $345,000 | +15.4% | 11,271 | +0.9% | 0.07% | -12.8% |
| Q3 2020 | $299,000 | +9.9% | 11,175 | +0.1% | 0.08% | 0.0% |
| Q2 2020 | $272,000 | -21.2% | 11,159 | -33.0% | 0.08% | -35.0% |
| Q1 2020 | $345,000 | -17.1% | 16,651 | +9.6% | 0.12% | +4.3% |
| Q4 2019 | $416,000 | +15.2% | 15,198 | +5.9% | 0.12% | +3.6% |
| Q3 2019 | $361,000 | -1.9% | 14,356 | +2.3% | 0.11% | -5.9% |
| Q2 2019 | $368,000 | +1.7% | 14,029 | +0.8% | 0.12% | -4.8% |
| Q1 2019 | $362,000 | +13.1% | 13,914 | +2.2% | 0.12% | +3.3% |
| Q4 2018 | $320,000 | -5.0% | 13,610 | +3.8% | 0.12% | 0.0% |
| Q3 2018 | $337,000 | – | 13,115 | – | 0.12% | – |
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% |