SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 265 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. 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 | 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% |