SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 202 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $0 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q3 2019 | $445,000 | -11.4% | 17,724 | -7.4% | 0.18% | -16.8% |
| Q2 2019 | $502,000 | +1.6% | 19,139 | +0.8% | 0.22% | -1.3% |
| Q1 2019 | $494,000 | -48.2% | 18,982 | -53.2% | 0.22% | -50.6% |
| Q4 2018 | $954,000 | +68.8% | 40,526 | +84.5% | 0.45% | +76.2% |
| Q3 2018 | $565,000 | +13.7% | 21,967 | +14.5% | 0.26% | +7.6% |
| Q2 2018 | $497,000 | +28.4% | 19,185 | +42.2% | 0.24% | +20.8% |
| Q1 2018 | $387,000 | +3.8% | 13,493 | +1.0% | 0.20% | -15.1% |
| Q4 2017 | $373,000 | +5.4% | 13,355 | +1.6% | 0.23% | 0.0% |
| Q3 2017 | $354,000 | +1.1% | 13,144 | -6.8% | 0.23% | -4.1% |
| Q2 2017 | $350,000 | +15.9% | 14,103 | +12.1% | 0.24% | +11.0% |
| Q1 2017 | $302,000 | -39.4% | 12,583 | -45.5% | 0.22% | -51.0% |
| Q4 2016 | $498,000 | +70.5% | 23,102 | +82.4% | 0.44% | +42.6% |
| Q3 2016 | $292,000 | +10.2% | 12,667 | +1.4% | 0.31% | +6.1% |
| Q2 2016 | $265,000 | +9.1% | 12,488 | +6.9% | 0.29% | +33.0% |
| Q1 2016 | $243,000 | +14.1% | 11,680 | +7.0% | 0.22% | +30.0% |
| Q4 2015 | $213,000 | -39.3% | 10,919 | -37.1% | 0.17% | -61.1% |
| Q3 2015 | $351,000 | -15.8% | 17,360 | +2.3% | 0.44% | -3.7% |
| Q2 2015 | $417,000 | +4.8% | 16,973 | +3.9% | 0.45% | +12.1% |
| Q1 2015 | $398,000 | +17.4% | 16,336 | +15.1% | 0.40% | +12.5% |
| Q4 2014 | $339,000 | – | 14,189 | – | 0.36% | – |
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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% |