SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 295 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $662,000 | +3.4% | 27,632 | -6.9% | 0.18% | -2.2% |
| Q4 2016 | $640,000 | +1.6% | 29,692 | +8.7% | 0.18% | +4.5% |
| Q3 2016 | $630,000 | +8.4% | 27,308 | 0.0% | 0.18% | +4.7% |
| Q2 2016 | $581,000 | -1.2% | 27,308 | -3.5% | 0.17% | -19.1% |
| Q1 2016 | $588,000 | +7.5% | 28,292 | +1.0% | 0.21% | +13.6% |
| Q4 2015 | $547,000 | -36.2% | 28,022 | -33.9% | 0.18% | -44.9% |
| Q3 2015 | $858,000 | +108.3% | 42,412 | +152.9% | 0.33% | +107.5% |
| Q2 2015 | $412,000 | +44.1% | 16,770 | +43.0% | 0.16% | +37.6% |
| Q1 2015 | $286,000 | +33.6% | 11,729 | +31.0% | 0.12% | +33.0% |
| Q4 2014 | $214,000 | – | 8,954 | – | 0.09% | – |
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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% |