SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 497 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $8,132,000 | -67.9% | 323,579 | -66.5% | 8.76% | -66.9% |
| Q2 2019 | $25,365,000 | -1.4% | 966,669 | -2.2% | 26.47% | -0.3% |
| Q1 2019 | $25,717,000 | +33.8% | 988,729 | +21.0% | 26.55% | +10.6% |
| Q4 2018 | $19,226,000 | +168.6% | 817,105 | +146.1% | 24.00% | +184.0% |
| Q4 2016 | $7,159,000 | -9.3% | 332,037 | -3.0% | 8.45% | -6.4% |
| Q3 2016 | $7,895,000 | +2.7% | 342,374 | -5.1% | 9.03% | +2.3% |
| Q2 2016 | $7,684,000 | +2.0% | 360,917 | -0.5% | 8.82% | -0.9% |
| Q1 2016 | $7,536,000 | +61.5% | 362,843 | +51.7% | 8.90% | +67.0% |
| Q4 2015 | $4,667,000 | -37.2% | 239,224 | -34.9% | 5.33% | -36.2% |
| Q3 2015 | $7,429,000 | -17.2% | 367,386 | +0.7% | 8.35% | -6.9% |
| Q2 2015 | $8,970,000 | +0.6% | 364,919 | -0.3% | 8.97% | +1.1% |
| Q1 2015 | $8,913,000 | +3.4% | 365,889 | +1.4% | 8.88% | +2.6% |
| Q4 2014 | $8,623,000 | – | 360,785 | – | 8.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COOPER/HAIMS ADVISORS, LLC | 804,912 | $24,534,000 | 14.79% |
| Holistic Financial Partners | 671,681 | $20,473,000 | 12.62% |
| Heartwood Wealth Advisors LLC | 1,542,092 | $47,003,000 | 7.32% |
| Jacobsen Capital Management | 445,468 | $13,578,000 | 6.86% |
| Radnor Financial Advisors, LLC | 597,470 | $18,211,000 | 6.57% |
| Hamilton Capital, LLC | 2,470,565 | $75,303,000 | 6.50% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 445,850 | $13,590,000 | 6.49% |
| MATHER GROUP, LLC. | 8,549,016 | $260,574,000 | 6.27% |
| Northern Capital Management, Inc. | 223,688 | $6,818,000 | 5.83% |
| Red Tortoise LLC | 314,225 | $7,039,000 | 5.50% |