Capital Wealth Planning, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 549 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Capital Wealth Planning, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2020$485,000
-29.6%
23,436
-6.9%
0.03%
-24.4%
Q4 2019$689,000
+8.8%
25,185
+3.6%
0.04%
+2.5%
Q3 2019$633,000
-3.5%
24,319
-2.7%
0.04%
-16.7%
Q2 2019$656,000
+29.1%
24,984
+22.2%
0.05%
-40.7%
Q2 2017$508,00020,4530.08%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2019
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 822,530$24,363,00014.99%
Holistic Financial Partners 510,600$15,124,0008.77%
Guardian Financial Partners, LLC 287,168$8,506,0008.12%
Heartwood Wealth Advisors LLC 1,553,111$46,003,0006.91%
Flower City Capital 239,068$7,084,000,0006.88%
Radnor Financial Advisors, LLC 623,355$18,464,0006.56%
Red Tortoise LLC 319,874$9,475,0006.55%
Jacobsen Capital Management 456,616$13,525,0006.40%
Hamilton Capital, LLC 2,587,966$76,656,0005.97%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 488,839$14,479,0005.95%
View complete list of SCHWAB STRATEGIC TR shareholders