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 | $1,655,164 | +2.1% | 69,138 | +5.1% | 0.05% | +2.2% |
Q2 2023 | $1,620,630 | -1.6% | 65,799 | -2.1% | 0.04% | -8.2% |
Q1 2023 | $1,647,695 | -62.0% | 67,198 | -63.3% | 0.05% | -69.6% |
Q4 2022 | $4,339,232 | +284.7% | 183,322 | +312.5% | 0.16% | +242.6% |
Q2 2022 | $1,128,000 | -56.7% | 44,446 | -52.6% | 0.05% | -49.5% |
Q1 2022 | $2,604,000 | -17.3% | 93,769 | -11.7% | 0.09% | -19.1% |
Q4 2021 | $3,147,000 | +88.3% | 106,230 | +93.8% | 0.12% | +76.9% |
Q3 2021 | $1,671,000 | -6.1% | 54,818 | +1.3% | 0.06% | -11.0% |
Q2 2021 | $1,779,000 | -0.1% | 54,117 | -3.4% | 0.07% | -13.1% |
Q1 2021 | $1,781,000 | +5.3% | 56,040 | +1.6% | 0.08% | +1.2% |
Q4 2020 | $1,691,000 | +15.0% | 55,161 | +0.3% | 0.08% | 0.0% |
Q3 2020 | $1,471,000 | +9.9% | 54,980 | 0.0% | 0.08% | +1.2% |
Q2 2020 | $1,339,000 | +87.5% | 54,980 | +110.7% | 0.08% | +43.9% |
Q4 2019 | $714,000 | +7.2% | 26,093 | -1.5% | 0.06% | -1.7% |
Q3 2019 | $666,000 | -6.7% | 26,482 | -2.6% | 0.06% | -19.4% |
Q2 2019 | $714,000 | -12.7% | 27,193 | -13.6% | 0.07% | -19.1% |
Q1 2019 | $818,000 | -35.8% | 31,464 | -41.9% | 0.09% | -29.9% |
Q4 2018 | $1,275,000 | +115.0% | 54,199 | +124.7% | 0.13% | -14.8% |
Q4 2013 | $593,000 | – | 24,125 | – | 0.15% | – |
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% |