SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 593 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $324,000 | +12.5% | 11,826 | +3.3% | 0.06% | +1.6% |
| Q3 2019 | $288,000 | -7.1% | 11,451 | -3.0% | 0.06% | -11.4% |
| Q2 2019 | $310,000 | +13.6% | 11,801 | +12.4% | 0.07% | +9.4% |
| Q1 2019 | $273,000 | +16.7% | 10,501 | +5.8% | 0.06% | +6.7% |
| Q4 2018 | $234,000 | 0.0% | 9,925 | +9.2% | 0.06% | +13.2% |
| Q3 2018 | $234,000 | -17.3% | 9,087 | -16.9% | 0.05% | -24.3% |
| Q2 2018 | $283,000 | -16.8% | 10,931 | -7.6% | 0.07% | -17.6% |
| Q1 2018 | $340,000 | +7.6% | 11,831 | +4.7% | 0.08% | +4.9% |
| Q4 2017 | $316,000 | +6.8% | 11,303 | +2.7% | 0.08% | +1.2% |
| Q3 2017 | $296,000 | +20.8% | 11,005 | +11.7% | 0.08% | +14.3% |
| Q2 2017 | $245,000 | – | 9,855 | – | 0.07% | – |
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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% |