SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 423 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 1.22 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $555,198 | -3.0% | 23,191 | -0.2% | 0.20% | -0.5% |
| Q2 2023 | $572,432 | -0.7% | 23,241 | -1.1% | 0.21% | -4.2% |
| Q1 2023 | $576,495 | +103400.0% | 23,511 | -0.0% | 0.22% | -18.6% |
| Q4 2022 | $557 | -99.9% | 23,516 | +23.0% | 0.26% | +33.3% |
| Q3 2022 | $428,000 | -0.7% | 19,115 | +35.8% | 0.20% | +3.1% |
| Q4 2020 | $431,000 | +9.9% | 14,073 | -3.9% | 0.19% | -2.0% |
| Q3 2020 | $392,000 | +41.0% | 14,651 | +9.1% | 0.20% | -1.5% |
| Q1 2020 | $278,000 | +3.7% | 13,433 | +32.7% | 0.20% | +25.2% |
| Q3 2019 | $268,000 | -7.3% | 10,120 | -7.0% | 0.16% | -13.6% |
| Q2 2019 | $289,000 | +8.2% | 10,886 | -4.1% | 0.18% | -8.9% |
| Q4 2018 | $267,000 | +7.7% | 11,349 | +17.5% | 0.20% | +28.7% |
| Q3 2018 | $248,000 | -15.4% | 9,662 | -14.6% | 0.16% | -23.8% |
| Q2 2018 | $293,000 | +18.6% | 11,311 | +29.0% | 0.21% | +13.2% |
| Q1 2018 | $247,000 | -4.3% | 8,769 | -5.2% | 0.18% | -6.2% |
| Q4 2017 | $258,000 | – | 9,247 | – | 0.19% | – |
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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% |