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 | $206,339 | -7.8% | 8,619 | -5.2% | 0.21% | -3.2% |
| Q2 2023 | $223,912 | -14.7% | 9,091 | -18.0% | 0.22% | +9.5% |
| Q4 2022 | $262,571 | +0.6% | 11,093 | -4.6% | 0.20% | -14.5% |
| Q3 2022 | $261,000 | +2.4% | 11,632 | +15.8% | 0.24% | +7.8% |
| Q2 2022 | $255,000 | -38.1% | 10,042 | -32.3% | 0.22% | -30.6% |
| Q1 2022 | $412,000 | -5.9% | 14,824 | +0.2% | 0.31% | +23.1% |
| Q4 2021 | $438,000 | -8.9% | 14,799 | -6.3% | 0.26% | -24.1% |
| Q3 2021 | $481,000 | -9.9% | 15,797 | -2.7% | 0.34% | -19.0% |
| Q2 2021 | $534,000 | +4.3% | 16,234 | +0.7% | 0.42% | -2.4% |
| Q1 2021 | $512,000 | +1606.7% | 16,123 | -21.8% | 0.42% | +5212.5% |
| Q4 2020 | $30,000 | -94.6% | 20,608 | -0.1% | 0.01% | -98.5% |
| Q3 2020 | $551,000 | +3.8% | 20,619 | -5.4% | 0.52% | +320.2% |
| Q2 2020 | $531,000 | – | 21,791 | – | 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% |