SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 168 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $169,000 | +0.6% | 6,451 | 0.0% | 0.08% | -1.3% |
| Q1 2019 | $168,000 | -91.9% | 6,451 | -92.7% | 0.08% | -94.2% |
| Q4 2018 | $2,081,000 | -9.6% | 88,433 | -1.2% | 1.36% | +12.5% |
| Q3 2018 | $2,302,000 | -48.6% | 89,519 | -48.2% | 1.20% | -51.5% |
| Q2 2018 | $4,476,000 | -12.0% | 172,871 | -2.4% | 2.48% | -13.5% |
| Q1 2018 | $5,084,000 | +11.0% | 177,153 | +8.1% | 2.87% | +7.4% |
| Q4 2017 | $4,579,000 | +36.4% | 163,901 | +34.7% | 2.67% | +51.1% |
| Q3 2017 | $3,356,000 | +20.5% | 121,691 | +8.5% | 1.77% | +12.5% |
| Q2 2017 | $2,786,000 | +65.4% | 112,131 | +59.6% | 1.57% | +76.4% |
| Q1 2017 | $1,684,000 | +150.2% | 70,261 | +125.2% | 0.89% | +118.4% |
| Q4 2016 | $673,000 | -6.3% | 31,206 | +0.2% | 0.41% | -6.2% |
| Q3 2016 | $718,000 | +4.1% | 31,155 | -3.9% | 0.44% | +0.9% |
| Q2 2016 | $690,000 | +66.3% | 32,409 | +62.4% | 0.43% | +41.3% |
| Q1 2016 | $415,000 | -3.9% | 19,962 | -9.9% | 0.30% | +1.3% |
| Q4 2015 | $432,000 | -36.8% | 22,157 | -33.3% | 0.30% | -42.9% |
| Q3 2015 | $684,000 | -43.2% | 33,217 | -32.2% | 0.53% | -42.0% |
| Q2 2015 | $1,205,000 | +2.1% | 49,016 | +1.2% | 0.91% | +20.1% |
| Q1 2015 | $1,180,000 | – | 48,423 | – | 0.76% | – |
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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% |