SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $287,000 | -6.5% | 13,300 | 0.0% | 0.07% | +9.0% |
| Q3 2016 | $307,000 | +8.5% | 13,300 | 0.0% | 0.07% | +4.7% |
| Q2 2016 | $283,000 | +2.5% | 13,300 | 0.0% | 0.06% | +18.5% |
| Q1 2016 | $276,000 | +6.6% | 13,300 | 0.0% | 0.05% | +17.4% |
| Q4 2015 | $259,000 | -3.7% | 13,300 | 0.0% | 0.05% | +2.2% |
| Q3 2015 | $269,000 | -17.7% | 13,300 | 0.0% | 0.04% | -21.1% |
| Q2 2015 | $327,000 | +0.9% | 13,300 | 0.0% | 0.06% | -3.4% |
| Q1 2015 | $324,000 | +47.3% | 13,300 | +44.6% | 0.06% | +28.3% |
| Q4 2014 | $220,000 | -6.0% | 9,200 | 0.0% | 0.05% | +2.2% |
| Q3 2014 | $234,000 | -20.4% | 9,200 | -18.6% | 0.04% | -18.2% |
| Q2 2014 | $294,000 | +6.9% | 11,300 | 0.0% | 0.06% | +5.8% |
| Q1 2014 | $275,000 | – | 11,300 | – | 0.05% | – |
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% |