SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 394 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $73 | -99.9% | 3,074 | 0.0% | 0.05% | -4.2% |
| Q3 2022 | $69,000 | -6.8% | 3,074 | +5.3% | 0.05% | -4.0% |
| Q2 2022 | $74,000 | -8.6% | 2,919 | 0.0% | 0.05% | +2.0% |
| Q1 2022 | $81,000 | -6.9% | 2,919 | 0.0% | 0.05% | -2.0% |
| Q4 2021 | $87,000 | -2.2% | 2,919 | 0.0% | 0.05% | -9.1% |
| Q3 2021 | $89,000 | -4.3% | 2,919 | 0.0% | 0.06% | -5.2% |
| Q2 2021 | $93,000 | 0.0% | 2,919 | 0.0% | 0.06% | -6.5% |
| Q1 2021 | $93,000 | +4.5% | 2,919 | 0.0% | 0.06% | -4.6% |
| Q4 2020 | $89,000 | +14.1% | 2,919 | 0.0% | 0.06% | -4.4% |
| Q3 2020 | $78,000 | +9.9% | 2,919 | 0.0% | 0.07% | +6.2% |
| Q2 2020 | $71,000 | +18.3% | 2,919 | 0.0% | 0.06% | +6.7% |
| Q1 2020 | $60,000 | -25.0% | 2,919 | 0.0% | 0.06% | -1.6% |
| Q4 2019 | $80,000 | +12.7% | 2,919 | +2.7% | 0.06% | +5.2% |
| Q3 2019 | $71,000 | -4.1% | 2,842 | +0.6% | 0.06% | -7.9% |
| Q2 2019 | $74,000 | +1.4% | 2,825 | 0.0% | 0.06% | +1.6% |
| Q1 2019 | $73,000 | +10.6% | 2,825 | +0.0% | 0.06% | -3.1% |
| Q4 2018 | $66,000 | -7.0% | 2,824 | +2.7% | 0.06% | +3.2% |
| Q3 2018 | $71,000 | +6.0% | 2,751 | +5.6% | 0.06% | +1.6% |
| Q2 2018 | $67,000 | -10.7% | 2,605 | 0.0% | 0.06% | -10.3% |
| Q1 2018 | $75,000 | +2.7% | 2,605 | 0.0% | 0.07% | +11.5% |
| Q4 2017 | $73,000 | – | 2,605 | – | 0.06% | – |
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% |