SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 497 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $133,000 | -2.2% | 4,184 | -36.6% | 0.01% | -50.0% |
Q1 2020 | $136,000 | +18.3% | 6,596 | +57.2% | 0.02% | +33.3% |
Q4 2019 | $115,000 | – | 4,196 | +59842.9% | 0.02% | – |
Q2 2019 | $0 | -100.0% | 7 | -87.7% | 0.00% | – |
Q1 2019 | $1,000 | 0.0% | 57 | 0.0% | 0.00% | – |
Q4 2018 | $1,000 | 0.0% | 57 | +14.0% | 0.00% | – |
Q3 2018 | $1,000 | -66.7% | 50 | -50.0% | 0.00% | -100.0% |
Q2 2018 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $3,000 | – | 100 | – | 0.00% | – |
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% |