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 | $1,924,249 | +4.5% | 80,378 | +7.5% | 0.52% | +18.3% |
| Q2 2023 | $1,840,748 | +597.3% | 74,736 | +685.0% | 0.44% | +680.4% |
| Q1 2022 | $264,000 | -12.0% | 9,520 | -6.1% | 0.06% | -16.4% |
| Q4 2021 | $300,000 | -79.9% | 10,141 | -79.3% | 0.07% | -79.9% |
| Q3 2021 | $1,490,000 | -77.5% | 48,875 | -77.7% | 0.33% | -65.0% |
| Q2 2021 | $6,633,000 | +19.8% | 219,214 | +25.8% | 0.96% | -30.5% |
| Q1 2021 | $5,539,000 | -40.9% | 174,285 | -43.0% | 1.37% | -46.2% |
| Q4 2020 | $9,370,000 | +53.5% | 305,710 | +382.5% | 2.55% | +34.2% |
| Q3 2020 | $6,103,000 | +457.9% | 63,359 | +41.0% | 1.90% | +405.9% |
| Q2 2020 | $1,094,000 | -20.0% | 44,929 | +35.8% | 0.38% | -57.8% |
| Q1 2020 | $1,368,000 | -83.6% | 33,096 | -89.2% | 0.89% | -71.4% |
| Q4 2019 | $8,353,000 | +6.1% | 305,181 | -2.6% | 3.11% | -2.0% |
| Q3 2019 | $7,876,000 | -2.0% | 313,423 | +2.3% | 3.17% | -4.4% |
| Q2 2019 | $8,037,000 | +12.4% | 306,282 | +11.4% | 3.32% | +11.6% |
| Q1 2019 | $7,148,000 | +75.6% | 274,826 | +58.9% | 2.97% | +58.6% |
| Q4 2018 | $4,070,000 | – | 172,980 | – | 1.88% | – |
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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% |