SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 435 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.36 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $121,000 | +0.8% | 4,600 | 0.0% | 0.62% | -2.7% |
| Q1 2019 | $120,000 | +11.1% | 4,600 | 0.0% | 0.64% | +5.8% |
| Q4 2018 | $108,000 | -50.5% | 4,600 | -45.8% | 0.60% | -19.2% |
| Q3 2018 | $218,000 | 0.0% | 8,492 | +0.9% | 0.74% | +2.3% |
| Q2 2018 | $218,000 | -14.2% | 8,416 | -4.9% | 0.73% | -28.1% |
| Q1 2018 | $254,000 | -14.2% | 8,846 | -16.4% | 1.01% | +38.9% |
| Q4 2017 | $296,000 | +3.9% | 10,577 | 0.0% | 0.73% | -12.6% |
| Q3 2017 | $285,000 | +8.4% | 10,577 | 0.0% | 0.83% | +58.2% |
| Q2 2017 | $263,000 | +4.0% | 10,577 | +0.2% | 0.53% | +14.3% |
| Q1 2017 | $253,000 | -4.2% | 10,553 | -13.7% | 0.46% | -1.1% |
| Q4 2016 | $264,000 | +40.4% | 12,228 | +50.0% | 0.46% | +42.2% |
| Q3 2016 | $188,000 | -76.5% | 8,153 | -78.3% | 0.33% | -77.7% |
| Q2 2016 | $801,000 | +132.2% | 37,613 | +126.2% | 1.47% | +138.5% |
| Q1 2016 | $345,000 | -83.3% | 16,628 | -84.3% | 0.62% | -82.6% |
| Q4 2015 | $2,070,000 | – | 106,090 | – | 3.55% | – |
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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% |