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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,485,000 | -69.7% | 57,753 | -69.4% | 0.08% | -71.7% |
| Q2 2018 | $4,894,000 | -5.1% | 189,020 | +5.1% | 0.29% | -8.5% |
| Q1 2018 | $5,159,000 | +13.5% | 179,765 | +10.5% | 0.32% | +15.3% |
| Q4 2017 | $4,544,000 | +26.6% | 162,624 | +21.9% | 0.28% | +18.5% |
| Q3 2017 | $3,589,000 | +68.8% | 133,355 | +55.9% | 0.23% | +56.8% |
| Q2 2017 | $2,126,000 | +66.2% | 85,559 | +60.3% | 0.15% | +60.9% |
| Q1 2017 | $1,279,000 | +125.2% | 53,379 | +102.4% | 0.09% | +109.1% |
| Q4 2016 | $568,000 | +1.4% | 26,367 | +8.6% | 0.04% | -8.3% |
| Q3 2016 | $560,000 | -2.6% | 24,290 | -10.0% | 0.05% | -5.9% |
| Q2 2016 | $575,000 | +4.9% | 26,986 | +2.2% | 0.05% | -5.6% |
| Q1 2016 | $548,000 | -1.8% | 26,403 | -7.6% | 0.05% | 0.0% |
| Q4 2015 | $558,000 | – | 28,590 | – | 0.05% | – |
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% |