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 2020 | $201,000 | +29.7% | 7,503 | 0.0% | 0.02% | +9.5% |
| Q1 2020 | $155,000 | -24.4% | 7,503 | 0.0% | 0.02% | -12.5% |
| Q4 2019 | $205,000 | +8.5% | 7,503 | 0.0% | 0.02% | +4.3% |
| Q3 2019 | $189,000 | -4.1% | 7,503 | 0.0% | 0.02% | -14.8% |
| Q2 2019 | $197,000 | +1.0% | 7,503 | 0.0% | 0.03% | -3.6% |
| Q1 2019 | $195,000 | +10.2% | 7,503 | 0.0% | 0.03% | +3.7% |
| Q4 2018 | $177,000 | -8.3% | 7,503 | 0.0% | 0.03% | +17.4% |
| Q3 2018 | $193,000 | -0.5% | 7,503 | 0.0% | 0.02% | +4.5% |
| Q2 2018 | $194,000 | -9.8% | 7,503 | 0.0% | 0.02% | -12.0% |
| Q1 2018 | $215,000 | -41.3% | 7,503 | -42.7% | 0.02% | -39.0% |
| Q4 2017 | $366,000 | +4.0% | 13,089 | 0.0% | 0.04% | +5.1% |
| Q3 2017 | $352,000 | +8.3% | 13,089 | 0.0% | 0.04% | +5.4% |
| Q2 2017 | $325,000 | +3.5% | 13,089 | 0.0% | 0.04% | +8.8% |
| Q1 2017 | $314,000 | +11.3% | 13,089 | 0.0% | 0.03% | +3.0% |
| Q4 2016 | $282,000 | -6.6% | 13,089 | 0.0% | 0.03% | -2.9% |
| Q3 2016 | $302,000 | +8.2% | 13,089 | 0.0% | 0.03% | +6.2% |
| Q2 2016 | $279,000 | +2.6% | 13,089 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $272,000 | +17.7% | 13,089 | +10.6% | 0.03% | +14.3% |
| Q4 2015 | $231,000 | – | 11,837 | – | 0.03% | – |
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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% |