SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 426 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 3.96 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $201,000 | +29.7% | 7,503 | 0.0% | 0.02% | +9.5% |
| Q1 2020 | $155,000 | -24.4% | 7,503 | 0.0% | 0.02% | -12.5% |
| Q4 2019 | $205,000 | +8.5% | 7,503 | 0.0% | 0.02% | +4.3% |
| Q3 2019 | $189,000 | -4.1% | 7,503 | 0.0% | 0.02% | -14.8% |
| Q2 2019 | $197,000 | +1.0% | 7,503 | 0.0% | 0.03% | -3.6% |
| Q1 2019 | $195,000 | +10.2% | 7,503 | 0.0% | 0.03% | +3.7% |
| Q4 2018 | $177,000 | -8.3% | 7,503 | 0.0% | 0.03% | +17.4% |
| Q3 2018 | $193,000 | -0.5% | 7,503 | 0.0% | 0.02% | +4.5% |
| Q2 2018 | $194,000 | -9.8% | 7,503 | 0.0% | 0.02% | -12.0% |
| Q1 2018 | $215,000 | -41.3% | 7,503 | -42.7% | 0.02% | -39.0% |
| Q4 2017 | $366,000 | +4.0% | 13,089 | 0.0% | 0.04% | +5.1% |
| Q3 2017 | $352,000 | +8.3% | 13,089 | 0.0% | 0.04% | +5.4% |
| Q2 2017 | $325,000 | +3.5% | 13,089 | 0.0% | 0.04% | +8.8% |
| Q1 2017 | $314,000 | +11.3% | 13,089 | 0.0% | 0.03% | +3.0% |
| Q4 2016 | $282,000 | -6.6% | 13,089 | 0.0% | 0.03% | -2.9% |
| Q3 2016 | $302,000 | +8.2% | 13,089 | 0.0% | 0.03% | +6.2% |
| Q2 2016 | $279,000 | +2.6% | 13,089 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $272,000 | +17.7% | 13,089 | +10.6% | 0.03% | +14.3% |
| Q4 2015 | $231,000 | – | 11,837 | – | 0.03% | – |
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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% |