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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $404,000 | -11.8% | 18,042 | 0.0% | 0.20% | -6.0% |
| Q2 2022 | $458,000 | -8.6% | 18,042 | 0.0% | 0.22% | +3.4% |
| Q1 2022 | $501,000 | -6.2% | 18,042 | 0.0% | 0.21% | -1.0% |
| Q4 2021 | $534,000 | -2.4% | 18,042 | +0.6% | 0.21% | -8.3% |
| Q3 2021 | $547,000 | -7.3% | 17,942 | 0.0% | 0.23% | -9.8% |
| Q2 2021 | $590,000 | -4.8% | 17,942 | -8.0% | 0.25% | -12.1% |
| Q1 2021 | $620,000 | +1.8% | 19,508 | -1.9% | 0.29% | -8.3% |
| Q4 2020 | $609,000 | +12.4% | 19,888 | -1.9% | 0.32% | +10.9% |
| Q3 2020 | $542,000 | +9.9% | 20,263 | 0.0% | 0.28% | -2.4% |
| Q2 2020 | $493,000 | +13.9% | 20,263 | -3.1% | 0.29% | -2.0% |
| Q1 2020 | $433,000 | -32.2% | 20,904 | -10.4% | 0.30% | -23.5% |
| Q4 2019 | $639,000 | +4.4% | 23,332 | -4.2% | 0.39% | 0.0% |
| Q3 2019 | $612,000 | -8.4% | 24,358 | -4.3% | 0.39% | -12.4% |
| Q2 2019 | $668,000 | +0.9% | 25,456 | 0.0% | 0.44% | -2.9% |
| Q1 2019 | $662,000 | -3.4% | 25,456 | -12.6% | 0.46% | -14.0% |
| Q4 2018 | $685,000 | -6.7% | 29,128 | +2.1% | 0.53% | -1.5% |
| Q3 2018 | $734,000 | -0.8% | 28,531 | -0.2% | 0.54% | -11.4% |
| Q2 2018 | $740,000 | -14.8% | 28,593 | -7.3% | 0.61% | -23.7% |
| Q1 2018 | $869,000 | +0.8% | 30,859 | 0.0% | 0.80% | +14.2% |
| Q4 2017 | $862,000 | – | 30,859 | – | 0.70% | – |
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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% |