SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 86 filers reported holding SCHWAB STRATEGIC TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $489,000 | +5.6% | 21,215 | -2.5% | 0.06% | +5.7% |
| Q2 2016 | $463,000 | -6.7% | 21,750 | -8.9% | 0.05% | -8.6% |
| Q1 2016 | $496,000 | +29.8% | 23,875 | +22.0% | 0.06% | +28.9% |
| Q4 2015 | $382,000 | -38.5% | 19,563 | -36.3% | 0.04% | -36.6% |
| Q3 2015 | $621,000 | -12.2% | 30,720 | +6.9% | 0.07% | -7.8% |
| Q2 2015 | $707,000 | +25.8% | 28,747 | +24.6% | 0.08% | +18.5% |
| Q1 2015 | $562,000 | +48.3% | 23,069 | +45.6% | 0.06% | +54.8% |
| Q4 2014 | $379,000 | +66.2% | 15,849 | +69.0% | 0.04% | +55.6% |
| Q1 2014 | $228,000 | +2.2% | 9,380 | +3.5% | 0.03% | +3.8% |
| Q4 2013 | $223,000 | +8.3% | 9,067 | +8.1% | 0.03% | -3.7% |
| Q3 2013 | $206,000 | – | 8,385 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COOPER/HAIMS ADVISORS, LLC | 804,912 | $24,534,000 | 14.79% |
| Holistic Financial Partners | 671,681 | $20,473,000 | 12.62% |
| Heartwood Wealth Advisors LLC | 1,542,092 | $47,003,000 | 7.32% |
| Jacobsen Capital Management | 445,468 | $13,578,000 | 6.86% |
| Radnor Financial Advisors, LLC | 597,470 | $18,211,000 | 6.57% |
| Hamilton Capital, LLC | 2,470,565 | $75,303,000 | 6.50% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 445,850 | $13,590,000 | 6.49% |
| MATHER GROUP, LLC. | 8,549,016 | $260,574,000 | 6.27% |
| Northern Capital Management, Inc. | 223,688 | $6,818,000 | 5.83% |
| Red Tortoise LLC | 314,225 | $7,039,000 | 5.50% |