SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 244 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $521,000 | -11.1% | 20,125 | -1.4% | 0.09% | -8.1% |
| Q1 2018 | $586,000 | +39.2% | 20,420 | +35.6% | 0.10% | +43.5% |
| Q4 2017 | $421,000 | +12.0% | 15,060 | +7.8% | 0.07% | +3.0% |
| Q3 2017 | $376,000 | +15.3% | 13,965 | +6.5% | 0.07% | +13.6% |
| Q2 2017 | $326,000 | +16.8% | 13,115 | +12.8% | 0.06% | +15.7% |
| Q1 2017 | $279,000 | +597.5% | 11,630 | +521.9% | 0.05% | +537.5% |
| Q4 2016 | $40,000 | -59.2% | 1,870 | -53.2% | 0.01% | -71.4% |
| Q3 2013 | $98,000 | +5.4% | 4,000 | 0.0% | 0.03% | +3.7% |
| Q2 2013 | $93,000 | – | 4,000 | – | 0.03% | – |
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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% |