SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.63 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $859,070 | +350.1% | 35,884 | +363.0% | 0.00% | – |
Q2 2023 | $190,883 | -11.2% | 7,750 | -11.6% | 0.00% | – |
Q1 2023 | $215,040 | +17.8% | 8,770 | +13.8% | 0.00% | – |
Q4 2022 | $182,472 | +334.5% | 7,709 | +316.3% | 0.00% | – |
Q3 2022 | $42,000 | +55.6% | 1,852 | +73.7% | 0.00% | – |
Q2 2022 | $27,000 | -27.0% | 1,066 | -19.4% | 0.00% | – |
Q1 2022 | $37,000 | -7.5% | 1,322 | 0.0% | 0.00% | – |
Q4 2021 | $40,000 | 0.0% | 1,322 | 0.0% | 0.00% | – |
Q3 2021 | $40,000 | -47.4% | 1,322 | -43.0% | 0.00% | – |
Q2 2021 | $76,000 | +13.4% | 2,319 | +10.2% | 0.00% | – |
Q1 2021 | $67,000 | +3.1% | 2,105 | +0.9% | 0.00% | – |
Q4 2020 | $65,000 | +400.0% | 2,087 | +335.7% | 0.00% | – |
Q3 2020 | $13,000 | +8.3% | 479 | 0.0% | 0.00% | – |
Q2 2020 | $12,000 | -33.3% | 479 | -43.8% | 0.00% | – |
Q1 2020 | $18,000 | -47.1% | 852 | -31.6% | 0.00% | – |
Q4 2019 | $34,000 | -10.5% | 1,245 | -18.0% | 0.00% | – |
Q3 2019 | $38,000 | +18.8% | 1,518 | +22.2% | 0.00% | – |
Q2 2019 | $32,000 | -78.5% | 1,242 | -78.4% | 0.00% | – |
Q1 2019 | $149,000 | +28.4% | 5,745 | +15.8% | 0.00% | – |
Q4 2018 | $116,000 | -9.4% | 4,962 | -0.4% | 0.00% | – |
Q3 2018 | $128,000 | -9.2% | 4,981 | -8.5% | 0.00% | – |
Q2 2018 | $141,000 | -30.9% | 5,445 | -23.6% | 0.00% | -100.0% |
Q1 2018 | $204,000 | +13.3% | 7,131 | +10.3% | 0.00% | 0.0% |
Q4 2017 | $180,000 | -69.9% | 6,464 | -70.9% | 0.00% | -50.0% |
Q3 2017 | $599,000 | +8.3% | 22,237 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $553,000 | +325.4% | 22,237 | +308.4% | 0.00% | – |
Q1 2017 | $130,000 | +4.8% | 5,445 | -5.0% | 0.00% | – |
Q4 2016 | $124,000 | -6.1% | 5,732 | 0.0% | 0.00% | – |
Q3 2016 | $132,000 | +407.7% | 5,732 | +377.7% | 0.00% | – |
Q2 2016 | $26,000 | +4.0% | 1,200 | 0.0% | 0.00% | – |
Q1 2016 | $25,000 | +4.2% | 1,200 | 0.0% | 0.00% | – |
Q4 2015 | $24,000 | +200.0% | 1,200 | +200.0% | 0.00% | – |
Q3 2015 | $8,000 | -20.0% | 400 | 0.0% | 0.00% | – |
Q2 2015 | $10,000 | +100.0% | 400 | +100.0% | 0.00% | – |
Q1 2015 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – |
Q4 2014 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – |
Q3 2014 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – |
Q2 2014 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – |
Q1 2014 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – |
Q4 2013 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – |
Q3 2013 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | – |
Q2 2013 | $5,000 | – | 200 | – | 0.00% | – |
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% |