SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 499 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $759,000 | +46.0% | 27,735 | +34.1% | 0.05% | +25.6% |
| Q3 2019 | $520,000 | -2.3% | 20,685 | +1.9% | 0.04% | -7.1% |
| Q2 2019 | $532,000 | +3.5% | 20,292 | +2.7% | 0.04% | -2.3% |
| Q1 2019 | $514,000 | +14.5% | 19,767 | +3.7% | 0.04% | +2.4% |
| Q4 2018 | $449,000 | +63.9% | 19,063 | +79.1% | 0.04% | +55.6% |
| Q3 2018 | $274,000 | +11.4% | 10,646 | +12.1% | 0.03% | +8.0% |
| Q2 2018 | $246,000 | +151.0% | 9,501 | +137.5% | 0.02% | +31.6% |
| Q2 2015 | $98,000 | +34.2% | 4,000 | +33.3% | 0.02% | +26.7% |
| Q1 2015 | $73,000 | – | 3,000 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COOPER/HAIMS ADVISORS, LLC | 971,884 | $21,770,000 | 18.03% |
| Holistic Financial Partners | 412,496 | $9,240,000 | 9.15% |
| Your Advocates Ltd., LLP | 610,529 | $13,676,000 | 8.20% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 783,378 | $17,548,000 | 6.78% |
| Heartwood Wealth Advisors LLC | 1,540,742 | $34,513,000 | 5.98% |
| Guardian Financial Partners, LLC | 214,240 | $4,799,000 | 5.56% |
| TimeScale Financial, Inc. | 832,259 | $18,643,000 | 5.41% |
| Upper Left Wealth Management, LLC | 181,983 | $4,128,000 | 5.36% |
| Radnor Financial Advisors, LLC | 658,831 | $14,758,000 | 5.19% |
| Strategic Financial Planning, Inc. | 213,548 | $4,783,000 | 4.98% |