SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 200 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $2,524,000 | +4.4% | 93,802 | -3.6% | 0.02% | 0.0% |
| Q2 2017 | $2,417,000 | +31.3% | 97,256 | +26.6% | 0.02% | +25.0% |
| Q1 2017 | $1,841,000 | +60.2% | 76,817 | +44.2% | 0.01% | +50.0% |
| Q4 2016 | $1,149,000 | +39.6% | 53,278 | +49.2% | 0.01% | +14.3% |
| Q3 2016 | $823,000 | -15.0% | 35,709 | -21.5% | 0.01% | -12.5% |
| Q2 2016 | $968,000 | -20.5% | 45,466 | -22.4% | 0.01% | -27.3% |
| Q1 2016 | $1,217,000 | +1.2% | 58,604 | -4.9% | 0.01% | 0.0% |
| Q4 2015 | $1,203,000 | +6.6% | 61,640 | +10.5% | 0.01% | -8.3% |
| Q3 2015 | $1,128,000 | +44.8% | 55,768 | +76.1% | 0.01% | +50.0% |
| Q2 2015 | $779,000 | – | 31,674 | – | 0.01% | – |
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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% |