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 | ||||
---|---|---|---|---|---|---|
Q1 2019 | $7,341,000 | +25.6% | 282,274 | +13.6% | 1.75% | +11.4% |
Q4 2018 | $5,845,000 | -32.9% | 248,390 | -26.7% | 1.57% | -19.5% |
Q3 2018 | $8,713,000 | -1.4% | 338,900 | -0.8% | 1.95% | -6.3% |
Q2 2018 | $8,841,000 | -10.6% | 341,475 | -0.9% | 2.08% | -6.1% |
Q1 2018 | $9,893,000 | +0.5% | 344,705 | -2.2% | 2.22% | +0.8% |
Q4 2017 | $9,843,000 | +4.0% | 352,285 | +0.2% | 2.20% | +3.5% |
Q3 2017 | $9,464,000 | +7.7% | 351,700 | -0.6% | 2.12% | +4.7% |
Q2 2017 | $8,788,000 | +4.3% | 353,655 | +0.6% | 2.03% | +1.5% |
Q1 2017 | $8,426,000 | +29.2% | 351,510 | +16.2% | 2.00% | +18.0% |
Q4 2016 | $6,521,000 | -10.1% | 302,484 | -3.8% | 1.69% | -6.0% |
Q3 2016 | $7,250,000 | +10.0% | 314,434 | +1.5% | 1.80% | +6.0% |
Q2 2016 | $6,592,000 | +1612.2% | 309,654 | +1876.1% | 1.70% | +1567.6% |
Q4 2013 | $385,000 | -4.5% | 15,670 | -4.5% | 0.10% | -12.1% |
Q3 2013 | $403,000 | – | 16,405 | – | 0.12% | – |
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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% |