SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 497 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $245,000 | 0.0% | 8,267 | 0.0% | 0.09% | 0.0% |
| Q4 2021 | $245,000 | +0.4% | 8,267 | +3.5% | 0.09% | -14.6% |
| Q3 2021 | $244,000 | +2.5% | 7,990 | +10.2% | 0.10% | -3.7% |
| Q2 2021 | $238,000 | +3.9% | 7,249 | +0.5% | 0.11% | -7.8% |
| Q1 2021 | $229,000 | -4.6% | 7,210 | -7.8% | 0.12% | -9.4% |
| Q4 2020 | $240,000 | +14.8% | 7,821 | 0.0% | 0.13% | -3.0% |
| Q3 2020 | $209,000 | -2.3% | 7,821 | 0.0% | 0.13% | -20.0% |
| Q4 2019 | $214,000 | +11.5% | 7,821 | +4.7% | 0.16% | +7.1% |
| Q4 2018 | $192,000 | – | 7,470 | – | 0.15% | – |
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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% |