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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |