SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 394 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 | $463,000 | +2.4% | 16,920 | -6.0% | 0.05% | -5.3% |
| Q3 2019 | $452,000 | -7.8% | 18,005 | -3.5% | 0.06% | -26.0% |
| Q2 2019 | $490,000 | -3.5% | 18,665 | -4.4% | 0.08% | -6.1% |
| Q1 2019 | $508,000 | -26.7% | 19,531 | -33.7% | 0.08% | -33.3% |
| Q4 2018 | $693,000 | -20.3% | 29,471 | -12.9% | 0.12% | -8.9% |
| Q3 2018 | $870,000 | -3.9% | 33,834 | -3.2% | 0.14% | -6.9% |
| Q2 2018 | $905,000 | -0.8% | 34,937 | +9.9% | 0.14% | -8.2% |
| Q1 2018 | $912,000 | +42.7% | 31,783 | +39.1% | 0.16% | +47.7% |
| Q4 2017 | $639,000 | +46.2% | 22,853 | +40.6% | 0.11% | +40.8% |
| Q3 2017 | $437,000 | +35.3% | 16,250 | +24.9% | 0.08% | +31.0% |
| Q2 2017 | $323,000 | – | 13,015 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 3,921,569 | $112,549,000 | 41.50% |
| COOPER/HAIMS ADVISORS, LLC | 579,165 | $16,622,000 | 14.64% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 564,605 | $16,204,000 | 10.93% |
| Pacific Edge Advisors, LLC | 567,090 | $16,275,000 | 10.01% |
| Live Your Vision, LLC | 961,064 | $27,285,000 | 9.23% |
| Invst, LLC | 446,651 | $12,578,000 | 8.08% |
| APPLETON GROUP, LLC | 240,180 | $6,893,000 | 7.92% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 327,861 | $9,410,000 | 7.34% |
| Emery Howard Portfolio Management, Inc. | 1,093,278 | $31,377,000 | 6.76% |
| Almanack Investment Partners, LLC. | 611,030 | $17,501,000 | 6.72% |