SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 126 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $223,000 | +9.9% | 8,156 | +1.0% | 0.03% | +3.1% |
| Q3 2019 | $203,000 | -1.0% | 8,074 | +3.3% | 0.03% | 0.0% |
| Q2 2019 | $205,000 | -47.3% | 7,814 | -60.8% | 0.03% | -66.3% |
| Q4 2015 | $389,000 | -0.8% | 19,919 | +2.7% | 0.10% | -6.9% |
| Q3 2015 | $392,000 | -17.3% | 19,398 | +0.6% | 0.10% | -10.5% |
| Q2 2015 | $474,000 | +3.7% | 19,287 | +2.9% | 0.11% | +5.6% |
| Q1 2015 | $457,000 | +8.3% | 18,746 | +6.2% | 0.11% | -6.1% |
| Q4 2014 | $422,000 | -2.3% | 17,654 | +3.7% | 0.12% | -4.2% |
| Q3 2014 | $432,000 | -4.4% | 17,022 | -2.0% | 0.12% | -5.5% |
| Q2 2014 | $452,000 | -3.6% | 17,365 | -9.9% | 0.13% | -11.2% |
| Q1 2014 | $469,000 | -0.2% | 19,274 | +1.0% | 0.14% | -4.0% |
| Q4 2013 | $470,000 | +4.0% | 19,090 | +3.8% | 0.15% | -4.5% |
| Q3 2013 | $452,000 | +21.2% | 18,395 | +15.0% | 0.16% | +10.6% |
| Q2 2013 | $373,000 | – | 15,989 | – | 0.14% | – |
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% |