SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 333 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
Q1 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
Q4 2018 | $0 | -100.0% | 1 | -99.9% | 0.00% | – |
Q3 2018 | $21,000 | – | 822 | +82100.0% | 0.00% | – |
Q2 2018 | $0 | -100.0% | 1 | -99.8% | 0.00% | – |
Q1 2018 | $16,000 | – | 541 | +54000.0% | 0.00% | – |
Q4 2017 | $0 | – | 1 | 0.0% | 0.00% | – |
Q3 2017 | $0 | – | 1 | 0.0% | 0.00% | – |
Q2 2017 | $0 | – | 1 | 0.0% | 0.00% | – |
Q1 2017 | $0 | – | 1 | 0.0% | 0.00% | – |
Q4 2016 | $0 | – | 1 | 0.0% | 0.00% | – |
Q3 2016 | $0 | – | 1 | 0.0% | 0.00% | – |
Q2 2016 | $0 | – | 1 | 0.0% | 0.00% | – |
Q1 2016 | $0 | – | 1 | 0.0% | 0.00% | – |
Q4 2015 | $0 | – | 1 | 0.0% | 0.00% | – |
Q3 2015 | $0 | – | 1 | 0.0% | 0.00% | – |
Q2 2015 | $0 | – | 1 | 0.0% | 0.00% | – |
Q1 2015 | $0 | – | 1 | 0.0% | 0.00% | – |
Q4 2014 | $0 | – | 1 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
COOPER/HAIMS ADVISORS, LLC | 804,912 | $24,534,000 | 14.79% |
Holistic Financial Partners | 671,681 | $20,473,000 | 12.62% |
Heartwood Wealth Advisors LLC | 1,542,092 | $47,003,000 | 7.32% |
Jacobsen Capital Management | 445,468 | $13,578,000 | 6.86% |
Radnor Financial Advisors, LLC | 597,470 | $18,211,000 | 6.57% |
Hamilton Capital, LLC | 2,470,565 | $75,303,000 | 6.50% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 445,850 | $13,590,000 | 6.49% |
MATHER GROUP, LLC. | 8,549,016 | $260,574,000 | 6.27% |
Northern Capital Management, Inc. | 223,688 | $6,818,000 | 5.83% |
Red Tortoise LLC | 314,225 | $7,039,000 | 5.50% |