SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 150 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $2,237,000 | +3.7% | 90 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $2,158,000 | +11.1% | 90 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $1,942,000 | -53.2% | 90 | -91.7% | 0.00% | 0.0% |
| Q3 2016 | $4,152,000 | +116.5% | 1,090 | +1111.1% | 0.00% | 0.0% |
| Q2 2016 | $1,918,000 | +2.6% | 90 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $1,869,000 | +6.4% | 90 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $1,756,000 | -3.5% | 90 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $1,820,000 | -78.2% | 90 | -73.5% | 0.00% | -50.0% |
| Q2 2015 | $8,358,000 | +22.5% | 340 | +21.4% | 0.00% | 0.0% |
| Q1 2015 | $6,822,000 | +1.9% | 280 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $6,692,000 | -5.9% | 280 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $7,112,000 | -2.4% | 280 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $7,288,000 | +7.0% | 280 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $6,812,000 | +97214.3% | 280 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $7,000 | – | 280 | – | 0.00% | – |
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% |