SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 265 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $23,388,000 | +19.9% | 960,499 | +1.9% | 1.44% | -2.0% |
| Q1 2020 | $19,500,000 | -23.0% | 942,469 | +1.9% | 1.48% | +0.8% |
| Q4 2019 | $25,312,000 | +11.8% | 924,826 | +2.6% | 1.46% | +1.7% |
| Q3 2019 | $22,646,000 | -0.2% | 901,169 | +4.2% | 1.44% | -5.5% |
| Q2 2019 | $22,693,000 | +2.4% | 864,807 | +1.5% | 1.52% | +10.5% |
| Q1 2019 | $22,153,000 | +78.2% | 851,706 | +61.2% | 1.38% | +49.7% |
| Q4 2018 | $12,433,000 | +0.3% | 528,397 | +9.6% | 0.92% | +4.4% |
| Q3 2018 | $12,396,000 | +7.0% | 482,157 | +7.8% | 0.88% | -0.5% |
| Q2 2018 | $11,580,000 | -99.9% | 447,262 | +5.5% | 0.88% | -12.5% |
| Q1 2018 | $12,171,095,000 | +111581.9% | 424,080 | +8.7% | 1.01% | +11.1% |
| Q4 2017 | $10,898,000 | +5.2% | 390,035 | +1.3% | 0.91% | +6.2% |
| Q3 2017 | $10,359,000 | +10.7% | 384,962 | +2.2% | 0.86% | -2.5% |
| Q2 2017 | $9,361,000 | +8.8% | 376,691 | +4.8% | 0.88% | +5.0% |
| Q1 2017 | $8,606,000 | +9.9% | 359,267 | -1.1% | 0.84% | +12.7% |
| Q4 2016 | $7,833,000 | -90.1% | 363,318 | +5.7% | 0.74% | +6.4% |
| Q3 2016 | $79,300,000 | +941.8% | 343,886 | -3.8% | 0.70% | -26.4% |
| Q2 2016 | $7,612,000 | +0.5% | 357,524 | -2.0% | 0.95% | -5.8% |
| Q1 2016 | $7,577,000 | +16.7% | 364,849 | +9.6% | 1.01% | -0.2% |
| Q4 2015 | $6,492,000 | +144.3% | 332,744 | +153.2% | 1.01% | +127.8% |
| Q3 2015 | $2,657,000 | +18.8% | 131,396 | +44.4% | 0.44% | +70.4% |
| Q2 2015 | $2,237,000 | +24.6% | 90,991 | +32.5% | 0.26% | +2.8% |
| Q1 2015 | $1,796,000 | +92.5% | 68,691 | +75.9% | 0.25% | +60.1% |
| Q4 2014 | $933,000 | +51.2% | 39,050 | +60.8% | 0.16% | +59.6% |
| Q3 2014 | $617,000 | +2.3% | 24,285 | +4.8% | 0.10% | +4.2% |
| Q2 2014 | $603,000 | – | 23,175 | – | 0.10% | – |
Download | ||||||
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% |