SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 424 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 3.96 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,605,000 | +11.2% | 168,233 | +2.1% | 3.98% | +1.7% |
| Q3 2019 | $4,141,000 | -10.4% | 164,781 | -5.8% | 3.92% | -7.6% |
| Q2 2019 | $4,622,000 | -2.0% | 174,961 | -3.5% | 4.24% | +3.4% |
| Q1 2019 | $4,717,000 | +14.0% | 181,361 | +3.1% | 4.10% | +5.2% |
| Q4 2018 | $4,138,000 | -8.7% | 175,860 | -0.2% | 3.90% | +9.8% |
| Q3 2018 | $4,532,000 | -0.2% | 176,287 | +0.5% | 3.55% | -3.8% |
| Q2 2018 | $4,541,000 | -2.3% | 175,384 | +8.3% | 3.69% | -5.1% |
| Q1 2018 | $4,650,000 | +26.9% | 162,003 | +23.5% | 3.89% | +24.1% |
| Q4 2017 | $3,664,000 | – | 131,128 | – | 3.14% | – |
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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% |