REILLY FINANCIAL ADVISORS, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 549 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
REILLY FINANCIAL ADVISORS, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$847,000
-11.4%
28,590
-8.8%
0.06%
-22.2%
Q3 2021$956,000
+0.2%
31,350
+8.1%
0.08%
+5.2%
Q2 2021$954,000
+12.2%
29,014
+8.5%
0.08%
+2.7%
Q1 2021$850,000
+12.9%
26,741
+8.8%
0.08%
+5.6%
Q4 2020$753,000
+17.7%
24,569
+2.8%
0.07%
+2.9%
Q3 2020$640,000
+21.9%
23,905
+10.8%
0.07%
+11.3%
Q2 2020$525,000
+19.6%
21,575
+1.6%
0.06%
-1.6%
Q1 2020$439,000
-26.1%
21,235
-2.1%
0.06%
-7.4%
Q4 2019$594,000
+6.5%
21,688
-2.3%
0.07%
-1.4%
Q3 2019$558,000
+0.4%
22,195
+4.7%
0.07%
-1.4%
Q2 2019$556,000
+17.1%
21,206
+16.1%
0.07%
+12.9%
Q1 2019$475,000
+42.2%
18,260
+28.5%
0.06%
+26.5%
Q4 2018$334,000
+1.8%
14,210
+11.4%
0.05%
+14.0%
Q3 2018$328,000
+30.7%
12,752
+31.6%
0.04%
+19.4%
Q2 2018$251,000
+1.6%
9,687
+12.4%
0.04%
+2.9%
Q1 2018$247,000
+19.3%
8,620
+16.3%
0.04%
+20.7%
Q4 2017$207,000
+69.7%
7,412
+63.6%
0.03%
+61.1%
Q3 2017$122,000
+9.9%
4,530
+1.0%
0.02%
+5.9%
Q2 2017$111,000
+7.8%
4,484
+4.1%
0.02%0.0%
Q1 2017$103,000
+63.5%
4,307
+48.5%
0.02%
+54.5%
Q4 2016$63,000
-13.7%
2,900
-8.8%
0.01%
-15.4%
Q3 2016$73,000
+10.6%
3,180
+1.8%
0.01%
+8.3%
Q2 2016$66,000
+20.0%
3,123
+17.5%
0.01%
+33.3%
Q1 2016$55,000
+61.8%
2,658
+54.4%
0.01%
+50.0%
Q4 2015$34,000
+30.8%
1,721
+31.8%
0.01%
+20.0%
Q3 2015$26,000
-10.3%
1,306
+12.1%
0.01%0.0%
Q2 2015$29,000
+222.2%
1,165
+205.0%
0.01%
+150.0%
Q1 2015$9,0003820.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2019
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 804,912$24,534,00014.79%
Holistic Financial Partners 671,681$20,473,00012.62%
Heartwood Wealth Advisors LLC 1,542,092$47,003,0007.32%
Jacobsen Capital Management 445,468$13,578,0006.86%
Radnor Financial Advisors, LLC 597,470$18,211,0006.57%
Hamilton Capital, LLC 2,470,565$75,303,0006.50%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 445,850$13,590,0006.49%
MATHER GROUP, LLC. 8,549,016$260,574,0006.27%
Northern Capital Management, Inc. 223,688$6,818,0005.83%
Red Tortoise LLC 314,225$7,039,0005.50%
View complete list of SCHWAB STRATEGIC TR shareholders