SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 640 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $223,000 | +9.9% | 8,156 | +1.0% | 0.03% | +3.1% |
| Q3 2019 | $203,000 | -1.0% | 8,074 | +3.3% | 0.03% | 0.0% |
| Q2 2019 | $205,000 | -47.3% | 7,814 | -60.8% | 0.03% | -66.3% |
| Q4 2015 | $389,000 | -0.8% | 19,919 | +2.7% | 0.10% | -6.9% |
| Q3 2015 | $392,000 | -17.3% | 19,398 | +0.6% | 0.10% | -10.5% |
| Q2 2015 | $474,000 | +3.7% | 19,287 | +2.9% | 0.11% | +5.6% |
| Q1 2015 | $457,000 | +8.3% | 18,746 | +6.2% | 0.11% | -6.1% |
| Q4 2014 | $422,000 | -2.3% | 17,654 | +3.7% | 0.12% | -4.2% |
| Q3 2014 | $432,000 | -4.4% | 17,022 | -2.0% | 0.12% | -5.5% |
| Q2 2014 | $452,000 | -3.6% | 17,365 | -9.9% | 0.13% | -11.2% |
| Q1 2014 | $469,000 | -0.2% | 19,274 | +1.0% | 0.14% | -4.0% |
| Q4 2013 | $470,000 | +4.0% | 19,090 | +3.8% | 0.15% | -4.5% |
| Q3 2013 | $452,000 | +21.2% | 18,395 | +15.0% | 0.16% | +10.6% |
| Q2 2013 | $373,000 | – | 15,989 | – | 0.14% | – |
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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% |