Carroll Financial Associates, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 394 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$0180.0%0.00%
Q3 2021$0180.0%0.00%
Q2 2021$0180.0%0.00%
Q1 2021$0180.0%0.00%
Q4 2020$0180.0%0.00%
Q3 2020$0180.0%0.00%
Q2 2020$0180.0%0.00%
Q1 2020$0180.0%0.00%
Q4 2019$0180.0%0.00%
Q3 2019$0
-100.0%
18
-69.0%
0.00%
Q2 2019$1,00058
+222.2%
0.00%
Q1 2019$0180.0%0.00%
Q4 2018$0180.0%0.00%
Q3 2018$0180.0%0.00%
Q2 2018$0180.0%0.00%
Q1 2018$0180.0%0.00%
Q4 2017$0180.0%0.00%
Q3 2017$0180.0%0.00%
Q2 2017$0180.0%0.00%
Q1 2017$0180.0%0.00%
Q4 2016$0180.0%0.00%
Q3 2016$0
-100.0%
18
-86.9%
0.00%
Q2 2016$2,000137
+2640.0%
0.00%
Q3 2015$050.0%0.00%
Q2 2015$050.0%0.00%
Q3 2014$050.0%0.00%
Q2 2014$050.0%0.00%
Q1 2014$050.0%0.00%
Q4 2013$050.0%0.00%
Q3 2013$050.0%0.00%
Q2 2013$050.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2017
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 804,912$24,534,00014.79%
Holistic Financial Partners 671,681$20,473,00012.62%
Heartwood Wealth Advisors LLC 1,542,092$47,003,0007.32%
Jacobsen Capital Management 445,468$13,578,0006.86%
Radnor Financial Advisors, LLC 597,470$18,211,0006.57%
Hamilton Capital, LLC 2,470,565$75,303,0006.50%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 445,850$13,590,0006.49%
MATHER GROUP, LLC. 8,549,016$260,574,0006.27%
Northern Capital Management, Inc. 223,688$6,818,0005.83%
Red Tortoise LLC 314,225$7,039,0005.50%
View complete list of SCHWAB STRATEGIC TR shareholders