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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $5,458,000 | -47.0% | 179,075 | -42.8% | 4.70% | -40.6% |
| Q2 2021 | $10,296,000 | +1709.5% | 313,151 | +1649.9% | 7.90% | +962.4% |
| Q1 2021 | $569,000 | -92.8% | 17,895 | -93.0% | 0.74% | -90.3% |
| Q4 2020 | $7,859,000 | +21.4% | 256,410 | -3.6% | 7.67% | -1.6% |
| Q2 2020 | $6,476,000 | +9.7% | 265,957 | +23.4% | 7.80% | +4.1% |
| Q4 2019 | $5,901,000 | -27.1% | 215,592 | -30.7% | 7.49% | -4.0% |
| Q1 2019 | $8,097,000 | +17.5% | 311,295 | +29.6% | 7.80% | -1.6% |
| Q1 2018 | $6,893,000 | +23.3% | 240,180 | +20.0% | 7.92% | +42.9% |
| Q4 2017 | $5,590,000 | +5.5% | 200,080 | +1.6% | 5.54% | -2.6% |
| Q3 2017 | $5,299,000 | +8.7% | 196,930 | +0.4% | 5.69% | +3.3% |
| Q2 2017 | $4,873,000 | +3.8% | 196,100 | +0.1% | 5.51% | +1.6% |
| Q1 2017 | $4,694,000 | -29.9% | 195,832 | -32.5% | 5.42% | -32.9% |
| Q3 2016 | $6,695,000 | – | 290,309 | – | 8.08% | – |
Download | ||||||
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% |