SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 2.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $121,000 | +0.8% | 4,600 | 0.0% | 0.62% | -2.7% |
| Q1 2019 | $120,000 | +11.1% | 4,600 | 0.0% | 0.64% | +5.8% |
| Q4 2018 | $108,000 | -50.5% | 4,600 | -45.8% | 0.60% | -19.2% |
| Q3 2018 | $218,000 | 0.0% | 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% | 10,577 | 0.0% | 0.73% | -12.6% |
| Q3 2017 | $285,000 | +8.4% | 10,577 | 0.0% | 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 | $2,070,000 | – | 106,090 | – | 3.55% | – |
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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% |