SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 216 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $597,000 | +8.7% | 27,664 | +16.1% | 0.02% | 0.0% |
| Q3 2016 | $549,000 | +10.5% | 23,823 | +2.1% | 0.02% | +5.6% |
| Q2 2016 | $497,000 | +14.5% | 23,342 | +11.7% | 0.02% | 0.0% |
| Q1 2016 | $434,000 | -21.5% | 20,897 | -26.3% | 0.02% | -28.0% |
| Q4 2015 | $553,000 | +80.1% | 28,336 | +86.5% | 0.02% | +4.2% |
| Q3 2015 | $307,000 | -3.2% | 15,190 | +17.9% | 0.02% | +4.3% |
| Q2 2015 | $317,000 | +44.7% | 12,886 | +43.5% | 0.02% | +53.3% |
| Q1 2015 | $219,000 | +2090.0% | 8,980 | +2145.0% | 0.02% | +650.0% |
| Q3 2013 | $10,000 | – | 400 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COOPER/HAIMS ADVISORS, LLC | 1,097,098 | $26,264,531 | 20.43% |
| Red Tortoise LLC | 403,032 | $9,648,592 | 6.46% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 919,736 | $21,996,372 | 6.36% |
| Heartwood Wealth Advisors LLC | 1,779,025 | $42,589,859 | 6.28% |
| Bishop & Co Investment Management, LLC | 0 | $137,008 | 6.15% |
| Upper Left Wealth Management, LLC | 210,113 | $5,030,106 | 5.23% |
| BlueSky Wealth Advisors, LLC | 967,612 | $23,164,620 | 4.74% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 448,428 | $10,735,376 | 4.32% |
| Rainsberger Wealth Advisors, Inc. | 293,900 | $7,035,973 | 4.32% |
| Consilium Wealth Advisory, LLC | 257,197 | $6,157,307 | 4.31% |