SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 202 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $30,429,000 | +48.6% | 1,293,148 | +62.3% | 7.32% | +102.3% |
| Q3 2018 | $20,482,000 | -38.9% | 796,648 | -38.5% | 3.62% | -48.9% |
| Q2 2018 | $33,527,000 | +9136.1% | 1,294,950 | +10142.4% | 7.09% | +9227.6% |
| Q1 2018 | $363,000 | +11.7% | 12,643 | +8.6% | 0.08% | -13.6% |
| Q4 2017 | $325,000 | +3.5% | 11,643 | 0.0% | 0.09% | -8.3% |
| Q3 2017 | $314,000 | +8.3% | 11,643 | 0.0% | 0.10% | +5.5% |
| Q2 2017 | $290,000 | +3.2% | 11,643 | -0.6% | 0.09% | +1.1% |
| Q1 2017 | $281,000 | +11.5% | 11,718 | +0.2% | 0.09% | -5.3% |
| Q4 2016 | $252,000 | -40.6% | 11,693 | -36.5% | 0.10% | -44.8% |
| Q3 2016 | $424,000 | +1.9% | 18,418 | -5.6% | 0.17% | -11.8% |
| Q2 2016 | $416,000 | -4.8% | 19,514 | -7.1% | 0.20% | -8.5% |
| Q1 2016 | $437,000 | +39.6% | 21,003 | +31.2% | 0.21% | +40.1% |
| Q4 2015 | $313,000 | -9.5% | 16,003 | -6.7% | 0.15% | -28.6% |
| Q3 2015 | $346,000 | -42.5% | 17,152 | -29.9% | 0.21% | -45.4% |
| Q2 2015 | $602,000 | +7.5% | 24,461 | +6.3% | 0.39% | +8.0% |
| Q1 2015 | $560,000 | – | 23,001 | – | 0.36% | – |
Download | ||||||
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% |