SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 150 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $436,000 | -22.0% | 20,472 | -23.9% | 0.22% | -32.8% |
| Q1 2016 | $559,000 | +8.8% | 26,902 | +2.1% | 0.32% | +25.0% |
| Q4 2015 | $514,000 | +10.1% | 26,349 | +14.0% | 0.26% | +2.8% |
| Q3 2015 | $467,000 | -13.8% | 23,118 | +4.7% | 0.25% | +3.3% |
| Q2 2015 | $542,000 | +60.4% | 22,080 | +59.3% | 0.24% | +66.2% |
| Q1 2015 | $338,000 | +5.6% | 13,860 | +3.3% | 0.14% | +5.8% |
| Q4 2014 | $320,000 | -13.0% | 13,412 | -7.5% | 0.14% | -17.0% |
| Q3 2014 | $368,000 | -0.5% | 14,495 | +1.9% | 0.16% | +5.1% |
| Q2 2014 | $370,000 | +20.1% | 14,231 | +12.4% | 0.16% | +14.6% |
| Q1 2014 | $308,000 | -20.2% | 12,658 | -19.4% | 0.14% | -20.8% |
| Q4 2013 | $386,000 | -7.2% | 15,698 | -7.1% | 0.17% | -11.3% |
| Q3 2013 | $416,000 | +40.5% | 16,904 | +33.3% | 0.20% | +25.8% |
| Q2 2013 | $296,000 | – | 12,677 | – | 0.16% | – |
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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% |