SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 497 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $30,429,000 | +48.6% | 1,293,148 | +62.3% | 7.32% | +102.3% |
| Q3 2018 | $20,482,000 | -38.9% | 796,648 | -38.5% | 3.62% | -48.9% |
| Q2 2018 | $33,527,000 | +9136.1% | 1,294,950 | +10142.4% | 7.09% | +9227.6% |
| Q1 2018 | $363,000 | +11.7% | 12,643 | +8.6% | 0.08% | -13.6% |
| Q4 2017 | $325,000 | +3.5% | 11,643 | 0.0% | 0.09% | -8.3% |
| Q3 2017 | $314,000 | +8.3% | 11,643 | 0.0% | 0.10% | +5.5% |
| Q2 2017 | $290,000 | +3.2% | 11,643 | -0.6% | 0.09% | +1.1% |
| Q1 2017 | $281,000 | +11.5% | 11,718 | +0.2% | 0.09% | -5.3% |
| Q4 2016 | $252,000 | -40.6% | 11,693 | -36.5% | 0.10% | -44.8% |
| Q3 2016 | $424,000 | +1.9% | 18,418 | -5.6% | 0.17% | -11.8% |
| Q2 2016 | $416,000 | -4.8% | 19,514 | -7.1% | 0.20% | -8.5% |
| Q1 2016 | $437,000 | +39.6% | 21,003 | +31.2% | 0.21% | +40.1% |
| Q4 2015 | $313,000 | -9.5% | 16,003 | -6.7% | 0.15% | -28.6% |
| Q3 2015 | $346,000 | -42.5% | 17,152 | -29.9% | 0.21% | -45.4% |
| Q2 2015 | $602,000 | +7.5% | 24,461 | +6.3% | 0.39% | +8.0% |
| Q1 2015 | $560,000 | – | 23,001 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COOPER/HAIMS ADVISORS, LLC | 822,530 | $24,363,000 | 14.99% |
| Holistic Financial Partners | 510,600 | $15,124,000 | 8.77% |
| Guardian Financial Partners, LLC | 287,168 | $8,506,000 | 8.12% |
| Heartwood Wealth Advisors LLC | 1,553,111 | $46,003,000 | 6.91% |
| Flower City Capital | 239,068 | $7,084,000,000 | 6.88% |
| Radnor Financial Advisors, LLC | 623,355 | $18,464,000 | 6.56% |
| Red Tortoise LLC | 319,874 | $9,475,000 | 6.55% |
| Jacobsen Capital Management | 456,616 | $13,525,000 | 6.40% |
| Hamilton Capital, LLC | 2,587,966 | $76,656,000 | 5.97% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 488,839 | $14,479,000 | 5.95% |