SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 395 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $956,000 | +26.1% | 34,970 | +16.2% | 0.01% | +16.7% |
Q3 2019 | $758,000 | -6.0% | 30,104 | -1.9% | 0.01% | 0.0% |
Q2 2019 | $806,000 | +8.8% | 30,690 | +7.8% | 0.01% | 0.0% |
Q1 2019 | $741,000 | +16.5% | 28,460 | +5.2% | 0.01% | 0.0% |
Q4 2018 | $636,000 | -20.7% | 27,061 | -13.3% | 0.01% | -25.0% |
Q3 2018 | $802,000 | -11.5% | 31,211 | -10.8% | 0.01% | -33.3% |
Q2 2018 | $906,000 | -7.6% | 35,000 | +2.5% | 0.01% | -7.7% |
Q1 2018 | $981,000 | +14.6% | 34,162 | +11.5% | 0.01% | +18.2% |
Q4 2017 | $856,000 | +23.0% | 30,652 | +18.6% | 0.01% | 0.0% |
Q3 2017 | $696,000 | +50.0% | 25,838 | +38.8% | 0.01% | +37.5% |
Q2 2017 | $464,000 | +99.1% | 18,619 | +92.0% | 0.01% | +60.0% |
Q1 2017 | $233,000 | -56.3% | 9,696 | -60.8% | 0.01% | -58.3% |
Q4 2016 | $533,000 | +887.0% | 24,744 | +960.6% | 0.01% | +1100.0% |
Q3 2016 | $54,000 | -6.9% | 2,333 | -19.2% | 0.00% | -50.0% |
Q2 2016 | $58,000 | – | 2,889 | – | 0.00% | – |
Download |
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% |