SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 549 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $2,570,000 | -22.6% | 124,221 | +2.4% | 2.06% | -5.9% |
| Q4 2019 | $3,320,000 | +16.7% | 121,298 | +7.2% | 2.19% | +8.3% |
| Q3 2019 | $2,844,000 | -3.8% | 113,154 | +0.4% | 2.02% | -3.3% |
| Q2 2019 | $2,957,000 | +10.9% | 112,686 | +9.9% | 2.09% | +5.9% |
| Q1 2019 | $2,667,000 | +10.9% | 102,547 | +0.4% | 1.97% | -0.3% |
| Q4 2018 | $2,404,000 | +1.3% | 102,152 | +10.7% | 1.98% | +13.9% |
| Q3 2018 | $2,373,000 | +4.0% | 92,306 | +4.8% | 1.73% | -2.9% |
| Q2 2018 | $2,281,000 | +784.1% | 88,097 | +1705.3% | 1.78% | +824.9% |
| Q1 2018 | $258,000 | -87.3% | 4,880 | -93.3% | 0.19% | -86.5% |
| Q4 2017 | $2,033,000 | -10.4% | 72,778 | -13.7% | 1.43% | -9.9% |
| Q3 2017 | $2,269,000 | +13.6% | 84,316 | +4.9% | 1.59% | +8.9% |
| Q2 2017 | $1,998,000 | +28.0% | 80,388 | +23.4% | 1.46% | +26.2% |
| Q1 2017 | $1,561,000 | – | 65,127 | – | 1.16% | – |
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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% |