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 | ||||
---|---|---|---|---|---|---|
Q4 2016 | $339,000 | 0.0% | 15,725 | +6.9% | 0.08% | -5.6% |
Q3 2016 | $339,000 | +9.0% | 14,715 | +0.6% | 0.09% | -1.1% |
Q2 2016 | $311,000 | +5.8% | 14,625 | +3.3% | 0.09% | +3.4% |
Q1 2016 | $294,000 | -34.2% | 14,160 | -22.2% | 0.09% | -34.6% |
Q2 2015 | $447,000 | +0.9% | 18,200 | 0.0% | 0.13% | -3.6% |
Q1 2015 | $443,000 | +18.8% | 18,200 | +16.7% | 0.14% | +9.5% |
Q4 2014 | $373,000 | -4.6% | 15,600 | +1.5% | 0.13% | -6.7% |
Q3 2014 | $391,000 | +28.2% | 15,375 | +31.4% | 0.14% | +25.0% |
Q2 2014 | $305,000 | +26.6% | 11,700 | +18.2% | 0.11% | +12.5% |
Q1 2014 | $241,000 | – | 9,900 | – | 0.10% | – |
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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% |