FineMark National Bank & Trust - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 168 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
FineMark National Bank & Trust ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2016$120,000
+20.0%
5,580
+29.0%
0.01%
-9.1%
Q3 2016$100,000
+16.3%
4,327
+7.2%
0.01%
+10.0%
Q2 2016$86,000
+4.9%
4,035
+1.8%
0.01%0.0%
Q1 2016$82,000
-76.6%
3,965
-78.0%
0.01%
-76.2%
Q4 2015$351,000
+42.7%
18,009
+47.8%
0.04%
+27.3%
Q3 2015$246,000
+12200.0%
12,184
+15322.8%
0.03%
Q2 2015$2,000790.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2015
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 971,884$21,770,00018.03%
Holistic Financial Partners 412,496$9,240,0009.15%
Your Advocates Ltd., LLP 610,529$13,676,0008.20%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 783,378$17,548,0006.78%
Heartwood Wealth Advisors LLC 1,540,742$34,513,0005.98%
Guardian Financial Partners, LLC 214,240$4,799,0005.56%
TimeScale Financial, Inc. 832,259$18,643,0005.41%
Upper Left Wealth Management, LLC 181,983$4,128,0005.36%
Radnor Financial Advisors, LLC 658,831$14,758,0005.19%
Strategic Financial Planning, Inc. 213,548$4,783,0004.98%
View complete list of SCHWAB STRATEGIC TR shareholders