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 | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $64,000 | -16.9% | 2,478 | -7.4% | 0.02% | -17.9% |
| Q1 2018 | $77,000 | +16.7% | 2,675 | +7.6% | 0.03% | +3.7% |
| Q3 2017 | $66,000 | -14.3% | 2,487 | -20.7% | 0.03% | -12.9% |
| Q2 2017 | $77,000 | -15.4% | 3,136 | -16.6% | 0.03% | -16.2% |
| Q1 2017 | $91,000 | 0.0% | 3,758 | -10.8% | 0.04% | +48.0% |
| Q4 2016 | $91,000 | -2.2% | 4,212 | +3.5% | 0.02% | -32.4% |
| Q3 2016 | $93,000 | – | 4,068 | – | 0.04% | – |
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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% |