SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 177 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $1,017,000 | -23.8% | 48,978 | -28.4% | 0.11% | -24.6% |
| Q4 2015 | $1,335,000 | -47.3% | 68,405 | -45.3% | 0.14% | -50.5% |
| Q3 2015 | $2,531,000 | -3.5% | 125,155 | +17.3% | 0.29% | +3.2% |
| Q2 2015 | $2,624,000 | +128.4% | 106,734 | +126.2% | 0.28% | +126.0% |
| Q1 2015 | $1,149,000 | +180.9% | 47,187 | +175.9% | 0.12% | +167.4% |
| Q4 2014 | $409,000 | +8.5% | 17,103 | +15.1% | 0.05% | +2.2% |
| Q3 2014 | $377,000 | +15.3% | 14,861 | +18.4% | 0.04% | +9.8% |
| Q2 2014 | $327,000 | +17.2% | 12,556 | +9.4% | 0.04% | +5.1% |
| Q1 2014 | $279,000 | -36.3% | 11,482 | -35.5% | 0.04% | +14.7% |
| Q4 2013 | $438,000 | +109.6% | 17,810 | +109.2% | 0.03% | -5.6% |
| Q3 2013 | $209,000 | – | 8,513 | – | 0.04% | – |
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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% |