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 | $694,882 | +6.6% | 29,026 | +9.7% | 0.00% | +50.0% |
Q2 2023 | $651,857 | -10.1% | 26,466 | -10.5% | 0.00% | -33.3% |
Q1 2023 | $724,958 | +3.6% | 29,566 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $699,827 | -19.8% | 29,566 | -24.2% | 0.00% | -25.0% |
Q3 2022 | $873,000 | -28.8% | 38,991 | -19.3% | 0.00% | -20.0% |
Q2 2022 | $1,226,000 | +4.3% | 48,339 | +14.2% | 0.01% | +25.0% |
Q1 2022 | $1,175,000 | -2.7% | 42,339 | +3.9% | 0.00% | 0.0% |
Q4 2021 | $1,207,000 | +45.1% | 40,755 | +49.2% | 0.00% | +33.3% |
Q3 2021 | $832,000 | -4.1% | 27,321 | +3.4% | 0.00% | 0.0% |
Q2 2021 | $868,000 | +2.2% | 26,421 | -1.2% | 0.00% | -25.0% |
Q1 2021 | $849,000 | +3.8% | 26,741 | +0.1% | 0.00% | 0.0% |
Q4 2020 | $818,000 | +14.7% | 26,705 | +0.1% | 0.00% | 0.0% |
Q3 2020 | $713,000 | -8.8% | 26,676 | -17.0% | 0.00% | -20.0% |
Q2 2020 | $782,000 | +79.4% | 32,151 | +52.3% | 0.01% | +66.7% |
Q1 2020 | $436,000 | -24.4% | 21,110 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $577,000 | +8.9% | 21,110 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $530,000 | -4.2% | 21,110 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $553,000 | +0.7% | 21,110 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $549,000 | +10.7% | 21,110 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $496,000 | – | 21,110 | +131837.5% | 0.00% | – |
Q1 2017 | $0 | – | 16 | – | 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% |