SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 2.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $225,000 | -13.5% | 8,890 | -5.2% | 0.10% | -1.0% |
| Q1 2022 | $260,000 | -28.6% | 9,382 | -23.8% | 0.10% | -26.0% |
| Q4 2021 | $364,000 | -1.4% | 12,317 | +1.5% | 0.13% | -9.0% |
| Q3 2021 | $369,000 | -23.9% | 12,137 | -17.8% | 0.14% | -20.4% |
| Q2 2021 | $485,000 | -4.9% | 14,760 | -8.1% | 0.18% | -9.5% |
| Q1 2021 | $510,000 | +13.1% | 16,067 | +9.1% | 0.20% | +11.1% |
| Q4 2020 | $451,000 | -56.5% | 14,723 | -62.0% | 0.18% | -56.7% |
| Q3 2020 | $1,037,000 | -3.0% | 38,783 | -11.7% | 0.42% | -10.3% |
| Q2 2020 | $1,069,000 | +11.9% | 43,941 | -4.8% | 0.46% | -3.7% |
| Q1 2020 | $955,000 | -12.9% | 46,171 | +15.2% | 0.48% | -0.2% |
| Q4 2019 | $1,097,000 | +42.1% | 40,090 | +30.3% | 0.48% | +34.2% |
| Q3 2019 | $772,000 | -49.8% | 30,759 | -47.5% | 0.36% | -47.1% |
| Q2 2019 | $1,537,000 | +631.9% | 58,579 | +626.2% | 0.68% | +656.7% |
| Q1 2019 | $210,000 | – | 8,066 | – | 0.09% | – |
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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% |