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 | $40,114,500 | -2.9% | 1,675,627 | -0.1% | 0.00% | 0.0% |
| Q2 2023 | $41,300,377 | -50.9% | 1,676,832 | -51.1% | 0.00% | -25.0% |
| Q1 2023 | $84,153,984 | +103.1% | 3,432,054 | +96.1% | 0.00% | 0.0% |
| Q4 2022 | $41,435,603 | +20.1% | 1,750,554 | +13.7% | 0.00% | 0.0% |
| Q3 2022 | $34,488,000 | -18.6% | 1,539,627 | -7.8% | 0.00% | 0.0% |
| Q2 2022 | $42,381,000 | +25.9% | 1,669,840 | +37.8% | 0.00% | +33.3% |
| Q1 2022 | $33,658,000 | +4.2% | 1,212,061 | +11.2% | 0.00% | +50.0% |
| Q4 2021 | $32,293,000 | +9.4% | 1,090,235 | +12.5% | 0.00% | 0.0% |
| Q3 2021 | $29,529,000 | +6.9% | 968,797 | +15.3% | 0.00% | 0.0% |
| Q2 2021 | $27,615,000 | +0.2% | 839,887 | -3.2% | 0.00% | 0.0% |
| Q1 2021 | $27,562,000 | +3.4% | 867,284 | -0.3% | 0.00% | 0.0% |
| Q4 2020 | $26,662,000 | +13.2% | 869,904 | -1.2% | 0.00% | 0.0% |
| Q3 2020 | $23,555,000 | +8.6% | 880,233 | -1.2% | 0.00% | 0.0% |
| Q2 2020 | $21,694,000 | +65.5% | 890,921 | +40.6% | 0.00% | 0.0% |
| Q1 2020 | $13,108,000 | -70.6% | 633,537 | -61.1% | 0.00% | -60.0% |
| Q4 2019 | $44,605,000 | +5.1% | 1,629,702 | -3.5% | 0.01% | 0.0% |
| Q3 2019 | $42,453,000 | +25474.1% | 1,689,324 | +26558.1% | 0.01% | – |
| Q2 2019 | $166,000 | -9.8% | 6,337 | -11.6% | 0.00% | – |
| Q1 2019 | $184,000 | +1433.3% | 7,167 | +1350.8% | 0.00% | – |
| Q4 2018 | $12,000 | – | 494 | – | 0.00% | – |
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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% |