SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 572 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $563,500 | -0.1% | 23,538 | +2.7% | 0.24% | 0.0% |
| Q2 2023 | $564,323 | +109690.5% | 22,912 | +9.3% | 0.24% | +0.4% |
| Q1 2023 | $514 | +2.0% | 20,965 | -1.6% | 0.23% | -4.1% |
| Q4 2022 | $504 | -99.9% | 21,304 | +16.5% | 0.24% | -25.6% |
| Q3 2022 | $410,000 | -39.2% | 18,285 | -31.2% | 0.33% | +17.6% |
| Q2 2022 | $674,000 | +159.2% | 26,573 | +184.0% | 0.28% | +179.0% |
| Q1 2022 | $260,000 | -13.9% | 9,357 | -8.4% | 0.10% | -24.2% |
| Q4 2021 | $302,000 | +1.3% | 10,212 | +4.3% | 0.13% | -3.6% |
| Q3 2021 | $298,000 | -6.3% | 9,790 | +1.1% | 0.14% | -10.5% |
| Q2 2021 | $318,000 | +23.7% | 9,682 | +19.7% | 0.15% | +30.8% |
| Q1 2021 | $257,000 | +11.7% | 8,086 | +7.4% | 0.12% | +10.4% |
| Q4 2020 | $230,000 | +32.9% | 7,529 | +16.4% | 0.11% | +9.3% |
| Q3 2020 | $173,000 | +21.8% | 6,469 | +11.1% | 0.10% | +10.2% |
| Q2 2020 | $142,000 | -24.5% | 5,823 | -15.3% | 0.09% | -27.9% |
| Q4 2019 | $188,000 | – | 6,874 | – | 0.12% | – |
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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% |