SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 333 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $63,000 | -24.1% | 3,050 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $83,000 | +7.8% | 3,050 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $77,000 | -3.8% | 3,050 | 0.0% | 0.00% | -20.0% |
Q2 2019 | $80,000 | +1.3% | 3,050 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $79,000 | +9.7% | 3,050 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $72,000 | -7.7% | 3,050 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $78,000 | -1.3% | 3,050 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $79,000 | -10.2% | 3,050 | 0.0% | 0.01% | -16.7% |
Q1 2018 | $88,000 | +3.5% | 3,050 | 0.0% | 0.01% | +20.0% |
Q4 2017 | $85,000 | +3.7% | 3,050 | 0.0% | 0.01% | 0.0% |
Q3 2017 | $82,000 | – | 3,050 | – | 0.01% | – |
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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% |