SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 640 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $225,000 | +10.8% | 8,240 | +6.2% | 0.06% | +19.6% |
| Q2 2019 | $203,000 | -65.2% | 7,758 | -65.4% | 0.05% | -64.6% |
| Q1 2019 | $584,000 | -69.3% | 22,450 | -72.3% | 0.14% | -67.5% |
| Q4 2018 | $1,905,000 | +629.9% | 80,954 | +707.5% | 0.44% | +735.8% |
| Q3 2018 | $261,000 | +8.8% | 10,025 | +8.0% | 0.05% | -3.6% |
| Q2 2018 | $240,000 | +6.2% | 9,286 | +17.8% | 0.06% | -16.7% |
| Q1 2018 | $226,000 | +4.1% | 7,886 | +1.5% | 0.07% | +1.5% |
| Q4 2017 | $217,000 | -19.0% | 7,771 | -21.9% | 0.06% | +10.2% |
| Q3 2017 | $268,000 | -6.6% | 9,951 | -13.8% | 0.06% | -14.5% |
| Q2 2017 | $287,000 | +3.6% | 11,547 | -0.2% | 0.07% | 0.0% |
| Q1 2017 | $277,000 | +11.7% | 11,568 | +8.1% | 0.07% | +9.5% |
| Q3 2016 | $248,000 | – | 10,700 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COOPER/HAIMS ADVISORS, LLC | 804,912 | $24,534,000 | 14.79% |
| Holistic Financial Partners | 671,681 | $20,473,000 | 12.62% |
| Heartwood Wealth Advisors LLC | 1,542,092 | $47,003,000 | 7.32% |
| Jacobsen Capital Management | 445,468 | $13,578,000 | 6.86% |
| Radnor Financial Advisors, LLC | 597,470 | $18,211,000 | 6.57% |
| Hamilton Capital, LLC | 2,470,565 | $75,303,000 | 6.50% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 445,850 | $13,590,000 | 6.49% |
| MATHER GROUP, LLC. | 8,549,016 | $260,574,000 | 6.27% |
| Northern Capital Management, Inc. | 223,688 | $6,818,000 | 5.83% |
| Red Tortoise LLC | 314,225 | $7,039,000 | 5.50% |