SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 216 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $1,817,000 | +12.0% | 75,813 | +0.7% | 1.09% | +11.9% |
| Q4 2016 | $1,623,000 | -6.6% | 75,281 | -0.1% | 0.97% | -9.9% |
| Q3 2016 | $1,737,000 | +0.1% | 75,337 | -7.6% | 1.08% | -32.6% |
| Q2 2016 | $1,735,000 | -21.1% | 81,507 | -23.0% | 1.60% | -23.1% |
| Q1 2016 | $2,198,000 | -1.3% | 105,849 | -7.3% | 2.08% | -2.4% |
| Q4 2015 | $2,228,000 | – | 114,173 | – | 2.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COOPER/HAIMS ADVISORS, LLC | 971,884 | $21,770,000 | 18.03% |
| Holistic Financial Partners | 412,496 | $9,240,000 | 9.15% |
| Your Advocates Ltd., LLP | 610,529 | $13,676,000 | 8.20% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 783,378 | $17,548,000 | 6.78% |
| Heartwood Wealth Advisors LLC | 1,540,742 | $34,513,000 | 5.98% |
| Guardian Financial Partners, LLC | 214,240 | $4,799,000 | 5.56% |
| TimeScale Financial, Inc. | 832,259 | $18,643,000 | 5.41% |
| Upper Left Wealth Management, LLC | 181,983 | $4,128,000 | 5.36% |
| Radnor Financial Advisors, LLC | 658,831 | $14,758,000 | 5.19% |
| Strategic Financial Planning, Inc. | 213,548 | $4,783,000 | 4.98% |