SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 150 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2018 | $242,000 | -28.8% | 9,363 | -21.0% | 0.00% | -33.3% |
Q1 2018 | $340,000 | -4.0% | 11,857 | -6.3% | 0.00% | -25.0% |
Q4 2017 | $354,000 | +21.2% | 12,653 | +16.8% | 0.00% | 0.0% |
Q3 2017 | $292,000 | +29100.0% | 10,837 | +19251.8% | 0.00% | – |
Q3 2015 | $1,000 | -98.1% | 56 | -97.4% | 0.00% | -100.0% |
Q2 2015 | $53,000 | +3.9% | 2,136 | +2.3% | 0.00% | 0.0% |
Q1 2015 | $51,000 | +5000.0% | 2,087 | +3498.3% | 0.00% | – |
Q4 2014 | $1,000 | 0.0% | 58 | +61.1% | 0.00% | – |
Q3 2014 | $1,000 | – | 36 | – | 0.00% | – |
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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% |