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 2019 | $36,000 | +500.0% | 1,368 | +551.4% | 0.06% | +1933.3% |
| Q2 2018 | $6,000 | 0.0% | 210 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $6,000 | -40.0% | 210 | -44.0% | 0.00% | -50.0% |
| Q4 2017 | $10,000 | 0.0% | 375 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $10,000 | -58.3% | 375 | -61.1% | 0.01% | -62.5% |
| Q2 2017 | $24,000 | +84.6% | 965 | +83.8% | 0.02% | +60.0% |
| Q1 2017 | $13,000 | -18.8% | 525 | -28.2% | 0.01% | -44.4% |
| Q4 2016 | $16,000 | -5.9% | 731 | 0.0% | 0.02% | +20.0% |
| Q3 2016 | $17,000 | +6.2% | 731 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $16,000 | +6.7% | 731 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $15,000 | -25.0% | 731 | -19.8% | 0.02% | -21.1% |
| Q3 2015 | $20,000 | +5.3% | 912 | +19.7% | 0.02% | +18.8% |
| Q2 2015 | $19,000 | +11.8% | 762 | +9.3% | 0.02% | -20.0% |
| Q1 2015 | $17,000 | 0.0% | 697 | 0.0% | 0.02% | +25.0% |
| Q4 2014 | $17,000 | – | 697 | – | 0.02% | – |
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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% |