SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 540 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.80 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $45,099 | -8.7% | 1,884 | -6.1% | 0.00% | -33.3% |
Q2 2023 | $49,404 | -33.3% | 2,006 | -33.6% | 0.00% | -40.0% |
Q1 2023 | $74,079 | -5.5% | 3,021 | -8.8% | 0.01% | -16.7% |
Q4 2022 | $78,422 | -79.1% | 3,313 | -77.6% | 0.01% | -81.2% |
Q2 2022 | $375,000 | +16.1% | 14,776 | +26.7% | 0.03% | -64.0% |
Q1 2022 | $323,000 | -21.0% | 11,663 | -15.6% | 0.09% | -21.2% |
Q4 2021 | $409,000 | -7.0% | 13,817 | -4.3% | 0.11% | -21.5% |
Q3 2021 | $440,000 | -7.4% | 14,437 | +0.0% | 0.14% | -6.5% |
Q2 2021 | $475,000 | +3.3% | 14,435 | -0.3% | 0.15% | -18.5% |
Q1 2021 | $460,000 | +3.4% | 14,483 | -0.2% | 0.19% | +119.8% |
Q4 2020 | $445,000 | +18.4% | 14,508 | +3.4% | 0.09% | +7.5% |
Q3 2020 | $376,000 | +16.8% | 14,033 | +6.1% | 0.08% | -82.5% |
Q2 2020 | $322,000 | +13.4% | 13,225 | -4.0% | 0.46% | -31.1% |
Q1 2020 | $284,000 | -23.5% | 13,774 | +1.5% | 0.66% | +62.9% |
Q4 2019 | $371,000 | +12.8% | 13,567 | -3.0% | 0.41% | +27.2% |
Q4 2018 | $329,000 | – | 13,990 | – | 0.32% | – |
Download |
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% |