SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 540 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.80 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,872,649 | -8.9% | 245,307 | -6.3% | 0.24% | -4.3% |
| Q2 2023 | $6,445,000 | +0.3% | 261,671 | -0.1% | 0.25% | -1.9% |
| Q1 2023 | $6,423,000 | +20.1% | 261,945 | +16.0% | 0.26% | +25.2% |
| Q4 2022 | $5,346,000 | +0.2% | 225,881 | -5.2% | 0.21% | -9.6% |
| Q3 2022 | $5,337,000 | -28.5% | 238,256 | -19.0% | 0.23% | -23.5% |
| Q2 2022 | $7,462,000 | -0.6% | 294,058 | +8.8% | 0.30% | +16.9% |
| Q1 2022 | $7,506,000 | -5.0% | 270,309 | +1.4% | 0.26% | +2.8% |
| Q4 2021 | $7,898,000 | -0.2% | 266,618 | +2.7% | 0.25% | -10.5% |
| Q3 2021 | $7,910,000 | -6.6% | 259,503 | +0.7% | 0.28% | +2.6% |
| Q2 2021 | $8,470,000 | +21.0% | 257,597 | +16.9% | 0.27% | +13.4% |
| Q1 2021 | $7,001,000 | +11.0% | 220,301 | +7.0% | 0.24% | +12.8% |
| Q4 2020 | $6,309,000 | +12.8% | 205,843 | -1.5% | 0.21% | +1.9% |
| Q3 2020 | $5,593,000 | +6.9% | 209,016 | -2.8% | 0.21% | +3.0% |
| Q2 2020 | $5,234,000 | +41.4% | 214,976 | +20.1% | 0.20% | +38.6% |
| Q1 2020 | $3,702,000 | -51.5% | 178,938 | -35.9% | 0.14% | -41.1% |
| Q4 2019 | $7,636,000 | +7.9% | 278,997 | -0.9% | 0.25% | +6.0% |
| Q3 2019 | $7,077,000 | -6.7% | 281,618 | -2.6% | 0.23% | -4.5% |
| Q2 2019 | $7,584,000 | -1.1% | 289,023 | -1.9% | 0.24% | -1.2% |
| Q1 2019 | $7,665,000 | +5.7% | 294,703 | -4.3% | 0.25% | +0.4% |
| Q4 2018 | $7,249,000 | +0.5% | 308,085 | +9.9% | 0.24% | +20.1% |
| Q3 2018 | $7,210,000 | – | 280,427 | – | 0.20% | – |
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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% |