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 | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $662,000 | +3.4% | 27,632 | -6.9% | 0.18% | -2.2% |
| Q4 2016 | $640,000 | +1.6% | 29,692 | +8.7% | 0.18% | +4.5% |
| Q3 2016 | $630,000 | +8.4% | 27,308 | 0.0% | 0.18% | +4.7% |
| Q2 2016 | $581,000 | -1.2% | 27,308 | -3.5% | 0.17% | -19.1% |
| Q1 2016 | $588,000 | +7.5% | 28,292 | +1.0% | 0.21% | +13.6% |
| Q4 2015 | $547,000 | -36.2% | 28,022 | -33.9% | 0.18% | -44.9% |
| Q3 2015 | $858,000 | +108.3% | 42,412 | +152.9% | 0.33% | +107.5% |
| Q2 2015 | $412,000 | +44.1% | 16,770 | +43.0% | 0.16% | +37.6% |
| Q1 2015 | $286,000 | +33.6% | 11,729 | +31.0% | 0.12% | +33.0% |
| Q4 2014 | $214,000 | – | 8,954 | – | 0.09% | – |
Download | ||||||
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% |