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 | $71,939 | +5.8% | 3,039 | +0.5% | 0.02% | +20.0% |
| Q3 2022 | $68,000 | -65.7% | 3,024 | -61.2% | 0.02% | -65.1% |
| Q2 2022 | $198,000 | -30.3% | 7,785 | -23.9% | 0.04% | -6.5% |
| Q1 2022 | $284,000 | -48.6% | 10,228 | -45.2% | 0.05% | -43.2% |
| Q4 2021 | $553,000 | -6.1% | 18,664 | -3.4% | 0.08% | -6.9% |
| Q3 2021 | $589,000 | -31.4% | 19,320 | -26.0% | 0.09% | -30.4% |
| Q2 2021 | $858,000 | -17.5% | 26,108 | -20.3% | 0.12% | -26.0% |
| Q1 2021 | $1,040,000 | -11.0% | 32,740 | -14.2% | 0.17% | -16.7% |
| Q4 2020 | $1,169,000 | -5.3% | 38,148 | -10.0% | 0.20% | -13.2% |
| Q3 2020 | $1,234,000 | +3.1% | 42,368 | -5.8% | 0.23% | -10.3% |
| Q2 2020 | $1,197,000 | +14.2% | 44,999 | -4.1% | 0.26% | -4.4% |
| Q1 2020 | $1,048,000 | -55.0% | 46,925 | -44.2% | 0.27% | -58.2% |
| Q4 2019 | $2,328,000 | +84.6% | 84,124 | +73.7% | 0.65% | +48.4% |
| Q3 2019 | $1,261,000 | -19.5% | 48,427 | -22.0% | 0.44% | -33.3% |
| Q2 2019 | $1,567,000 | -8.5% | 62,054 | -2.6% | 0.66% | -9.2% |
| Q1 2019 | $1,713,000 | +5.3% | 63,720 | -0.2% | 0.73% | -13.6% |
| Q4 2018 | $1,627,000 | -22.0% | 63,848 | -24.9% | 0.84% | -27.9% |
| Q3 2018 | $2,085,000 | -14.2% | 85,054 | -9.4% | 1.17% | -17.5% |
| Q2 2018 | $2,429,000 | -7.6% | 93,832 | +2.4% | 1.42% | -17.6% |
| Q1 2018 | $2,630,000 | +11.3% | 91,640 | +8.4% | 1.72% | +12.9% |
| Q4 2017 | $2,363,000 | – | 84,563 | – | 1.52% | – |
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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% |