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 2018 | $2,628,000 | -0.6% | 102,214 | +0.1% | 0.29% | -0.3% |
| Q2 2018 | $2,645,000 | -9.9% | 102,144 | -0.1% | 0.30% | -10.6% |
| Q1 2018 | $2,936,000 | +1.9% | 102,286 | -0.8% | 0.33% | +4.8% |
| Q4 2017 | $2,880,000 | +3.9% | 103,061 | 0.0% | 0.32% | -1.6% |
| Q3 2017 | $2,773,000 | +8.4% | 103,061 | +0.2% | 0.32% | -7.5% |
| Q2 2017 | $2,557,000 | +4.1% | 102,903 | +0.4% | 0.35% | +17.3% |
| Q1 2017 | $2,457,000 | +1.3% | 102,519 | -8.9% | 0.30% | -3.6% |
| Q4 2016 | $2,425,000 | -7.3% | 112,482 | -0.9% | 0.31% | -10.5% |
| Q3 2016 | $2,617,000 | +7.5% | 113,482 | -0.7% | 0.34% | +4.0% |
| Q2 2016 | $2,434,000 | +0.5% | 114,316 | -2.0% | 0.33% | -2.4% |
| Q1 2016 | $2,423,000 | +0.4% | 116,679 | -5.7% | 0.34% | -1.2% |
| Q4 2015 | $2,414,000 | -34.2% | 123,739 | -31.8% | 0.34% | -36.5% |
| Q3 2015 | $3,669,000 | – | 181,451 | – | 0.54% | – |
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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% |