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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |