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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $496,000 | -51.4% | 19,733 | -49.3% | 0.26% | -45.0% |
| Q2 2019 | $1,021,000 | +7.2% | 38,914 | +6.3% | 0.48% | +1.1% |
| Q1 2019 | $952,000 | +1.4% | 36,594 | -8.3% | 0.47% | -9.9% |
| Q4 2018 | $939,000 | -29.0% | 39,906 | -22.4% | 0.52% | -29.8% |
| Q3 2018 | $1,323,000 | +9.1% | 51,450 | +18.5% | 0.74% | -6.6% |
| Q4 2017 | $1,213,000 | +12.6% | 43,400 | +0.1% | 0.80% | +8.9% |
| Q2 2017 | $1,077,000 | – | 43,354 | – | 0.73% | – |
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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% |