SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 423 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 1.22 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,807,000 | -6.6% | 59,285 | +0.7% | 0.10% | -7.9% |
| Q2 2021 | $1,935,000 | -3.0% | 58,864 | -6.2% | 0.11% | -8.8% |
| Q1 2021 | $1,995,000 | -7.0% | 62,760 | -10.3% | 0.12% | -8.8% |
| Q4 2020 | $2,145,000 | -7.4% | 70,000 | -19.2% | 0.14% | -20.8% |
| Q3 2020 | $2,317,000 | -14.2% | 86,598 | -21.9% | 0.17% | -18.0% |
| Q2 2020 | $2,699,000 | +21.7% | 110,841 | +3.5% | 0.21% | -2.3% |
| Q1 2020 | $2,217,000 | -15.2% | 107,135 | +12.2% | 0.22% | -4.4% |
| Q4 2019 | $2,613,000 | +11.0% | 95,452 | +1.9% | 0.23% | +6.6% |
| Q3 2019 | $2,354,000 | -87.1% | 93,665 | -86.5% | 0.21% | -87.8% |
| Q2 2019 | $18,260,000 | +3.5% | 695,901 | +2.6% | 1.74% | 0.0% |
| Q1 2019 | $17,649,000 | +22.8% | 678,553 | +11.1% | 1.74% | +10.2% |
| Q4 2018 | $14,369,000 | -16.2% | 610,657 | -8.4% | 1.58% | -3.0% |
| Q3 2018 | $17,138,000 | +392.0% | 666,602 | +395.5% | 1.62% | +365.3% |
| Q2 2018 | $3,483,000 | +9.6% | 134,518 | +21.5% | 0.35% | +3.6% |
| Q1 2018 | $3,178,000 | +29.6% | 110,739 | +26.2% | 0.34% | +34.3% |
| Q4 2017 | $2,452,000 | +96.9% | 87,774 | +89.7% | 0.25% | +80.6% |
| Q3 2017 | $1,245,000 | +8200.0% | 46,270 | +6510.0% | 0.14% | +6850.0% |
| Q4 2016 | $15,000 | – | 700 | – | 0.00% | – |
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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% |