SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 126 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $12,000 | +33.3% | 454 | +24.0% | 0.00% | – |
| Q4 2018 | $9,000 | -85.7% | 366 | -86.5% | 0.00% | – |
| Q3 2016 | $63,000 | +8.6% | 2,713 | 0.0% | 0.00% | – |
| Q2 2016 | $58,000 | +1.8% | 2,713 | 0.0% | 0.00% | – |
| Q1 2016 | $57,000 | -40.0% | 2,713 | -29.9% | 0.00% | -100.0% |
| Q2 2015 | $95,000 | +1.1% | 3,868 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $94,000 | -21.0% | 3,868 | -22.1% | 0.00% | 0.0% |
| Q4 2014 | $119,000 | -66.0% | 4,968 | -64.0% | 0.00% | -50.0% |
| Q3 2014 | $350,000 | -5.4% | 13,793 | -3.1% | 0.00% | -33.3% |
| Q2 2014 | $370,000 | – | 14,228 | – | 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% |