SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 164 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $696,000 | -13.8% | 31,081 | -2.3% | 0.14% | -4.6% |
| Q2 2022 | $807,000 | -9.3% | 31,797 | -0.8% | 0.15% | +7.0% |
| Q1 2022 | $890,000 | -7.6% | 32,046 | -1.4% | 0.14% | -4.7% |
| Q4 2021 | $963,000 | -5.4% | 32,509 | -2.7% | 0.15% | -11.3% |
| Q3 2021 | $1,018,000 | -30.8% | 33,394 | -25.4% | 0.17% | -30.3% |
| Q2 2021 | $1,472,000 | -3.3% | 44,760 | -6.6% | 0.24% | -5.1% |
| Q1 2021 | $1,523,000 | -3.9% | 47,935 | -7.3% | 0.25% | -9.6% |
| Q4 2020 | $1,584,000 | -29.3% | 51,690 | -38.3% | 0.28% | -33.3% |
| Q3 2020 | $2,241,000 | -61.3% | 83,756 | -64.8% | 0.42% | -64.1% |
| Q2 2020 | $5,788,000 | +36.8% | 237,707 | +16.3% | 1.17% | +19.3% |
| Q1 2020 | $4,231,000 | -13.6% | 204,471 | +14.3% | 0.98% | +15.1% |
| Q4 2019 | $4,896,000 | +18.3% | 178,890 | +8.6% | 0.85% | +12.8% |
| Q3 2019 | $4,140,000 | -2.0% | 164,743 | +2.3% | 0.76% | -1.9% |
| Q2 2019 | $4,225,000 | -0.8% | 161,001 | -1.7% | 0.77% | -0.9% |
| Q1 2019 | $4,260,000 | +1.2% | 163,781 | -8.4% | 0.78% | -11.4% |
| Q4 2018 | $4,208,000 | -7.1% | 178,819 | +1.5% | 0.88% | +13.6% |
| Q3 2018 | $4,528,000 | +3.7% | 176,101 | +4.4% | 0.77% | -0.3% |
| Q2 2018 | $4,367,000 | -6.9% | 168,688 | +3.2% | 0.78% | -9.0% |
| Q1 2018 | $4,690,000 | +25.2% | 163,406 | +21.9% | 0.85% | +27.5% |
| Q4 2017 | $3,745,000 | +3.6% | 134,025 | -0.3% | 0.67% | -0.4% |
| Q3 2017 | $3,616,000 | +6.6% | 134,386 | -1.6% | 0.67% | +3.7% |
| Q2 2017 | $3,393,000 | +4.5% | 136,557 | +0.8% | 0.65% | +2.9% |
| Q1 2017 | $3,247,000 | +12.0% | 135,472 | +0.7% | 0.63% | +5.2% |
| Q4 2016 | $2,900,000 | -8.9% | 134,528 | -2.5% | 0.60% | -12.2% |
| Q3 2016 | $3,182,000 | +6.1% | 137,989 | -2.0% | 0.68% | +4.6% |
| Q2 2016 | $2,998,000 | +0.3% | 140,809 | -2.1% | 0.65% | -1.2% |
| Q1 2016 | $2,988,000 | -8.2% | 143,877 | -13.8% | 0.66% | -12.8% |
| Q4 2015 | $3,256,000 | +143.0% | 166,876 | +151.8% | 0.76% | +130.1% |
| Q3 2015 | $1,340,000 | -21.0% | 66,266 | -4.0% | 0.33% | -8.1% |
| Q2 2015 | $1,696,000 | +5.0% | 69,018 | +4.0% | 0.36% | -2.5% |
| Q1 2015 | $1,616,000 | +18.9% | 66,341 | +16.6% | 0.37% | +25.7% |
| Q4 2014 | $1,359,000 | +32.6% | 56,877 | +40.9% | 0.29% | +15.9% |
| Q3 2014 | $1,025,000 | +5.6% | 40,373 | +8.2% | 0.25% | +5.0% |
| Q2 2014 | $971,000 | +50.8% | 37,307 | +41.0% | 0.24% | +27.0% |
| Q1 2014 | $644,000 | -8.4% | 26,458 | -10.7% | 0.19% | -11.7% |
| Q4 2013 | $703,000 | – | 29,622 | – | 0.21% | – |
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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% |