SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 244 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COOPER/HAIMS ADVISORS, LLC | 804,912 | $24,534,000 | 14.79% |
| Holistic Financial Partners | 671,681 | $20,473,000 | 12.62% |
| Heartwood Wealth Advisors LLC | 1,542,092 | $47,003,000 | 7.32% |
| Jacobsen Capital Management | 445,468 | $13,578,000 | 6.86% |
| Radnor Financial Advisors, LLC | 597,470 | $18,211,000 | 6.57% |
| Hamilton Capital, LLC | 2,470,565 | $75,303,000 | 6.50% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 445,850 | $13,590,000 | 6.49% |
| MATHER GROUP, LLC. | 8,549,016 | $260,574,000 | 6.27% |
| Northern Capital Management, Inc. | 223,688 | $6,818,000 | 5.83% |
| Red Tortoise LLC | 314,225 | $7,039,000 | 5.50% |