Delphi Private Advisors LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 435 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.36 and the average weighting 0.7%.

Quarter-by-quarter ownership
Delphi Private Advisors LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2019$121,000
+0.8%
4,6000.0%0.62%
-2.7%
Q1 2019$120,000
+11.1%
4,6000.0%0.64%
+5.8%
Q4 2018$108,000
-50.5%
4,600
-45.8%
0.60%
-19.2%
Q3 2018$218,0000.0%8,492
+0.9%
0.74%
+2.3%
Q2 2018$218,000
-14.2%
8,416
-4.9%
0.73%
-28.1%
Q1 2018$254,000
-14.2%
8,846
-16.4%
1.01%
+38.9%
Q4 2017$296,000
+3.9%
10,5770.0%0.73%
-12.6%
Q3 2017$285,000
+8.4%
10,5770.0%0.83%
+58.2%
Q2 2017$263,000
+4.0%
10,577
+0.2%
0.53%
+14.3%
Q1 2017$253,000
-4.2%
10,553
-13.7%
0.46%
-1.1%
Q4 2016$264,000
+40.4%
12,228
+50.0%
0.46%
+42.2%
Q3 2016$188,000
-76.5%
8,153
-78.3%
0.33%
-77.7%
Q2 2016$801,000
+132.2%
37,613
+126.2%
1.47%
+138.5%
Q1 2016$345,000
-83.3%
16,628
-84.3%
0.62%
-82.6%
Q4 2015$2,070,000106,0903.55%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2018
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 804,912$24,534,00014.79%
Holistic Financial Partners 671,681$20,473,00012.62%
Heartwood Wealth Advisors LLC 1,542,092$47,003,0007.32%
Jacobsen Capital Management 445,468$13,578,0006.86%
Radnor Financial Advisors, LLC 597,470$18,211,0006.57%
Hamilton Capital, LLC 2,470,565$75,303,0006.50%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 445,850$13,590,0006.49%
MATHER GROUP, LLC. 8,549,016$260,574,0006.27%
Northern Capital Management, Inc. 223,688$6,818,0005.83%
Red Tortoise LLC 314,225$7,039,0005.50%
View complete list of SCHWAB STRATEGIC TR shareholders