SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 202 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $339,000 | 0.0% | 15,725 | +6.9% | 0.08% | -5.6% |
| Q3 2016 | $339,000 | +9.0% | 14,715 | +0.6% | 0.09% | -1.1% |
| Q2 2016 | $311,000 | +5.8% | 14,625 | +3.3% | 0.09% | +3.4% |
| Q1 2016 | $294,000 | -34.2% | 14,160 | -22.2% | 0.09% | -34.6% |
| Q2 2015 | $447,000 | +0.9% | 18,200 | 0.0% | 0.13% | -3.6% |
| Q1 2015 | $443,000 | +18.8% | 18,200 | +16.7% | 0.14% | +9.5% |
| Q4 2014 | $373,000 | -4.6% | 15,600 | +1.5% | 0.13% | -6.7% |
| Q3 2014 | $391,000 | +28.2% | 15,375 | +31.4% | 0.14% | +25.0% |
| Q2 2014 | $305,000 | +26.6% | 11,700 | +18.2% | 0.11% | +12.5% |
| Q1 2014 | $241,000 | – | 9,900 | – | 0.10% | – |
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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% |