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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,142,000 | -80.9% | 41,700 | -82.5% | 0.04% | -92.7% |
| Q3 2019 | $5,980,000 | -4.2% | 237,945 | -0.0% | 0.62% | -1.7% |
| Q2 2019 | $6,244,000 | +14.6% | 237,963 | +13.6% | 0.63% | +5.0% |
| Q1 2019 | $5,450,000 | +91.1% | 209,527 | +72.9% | 0.60% | +68.5% |
| Q4 2018 | $2,852,000 | +13.9% | 121,201 | +24.4% | 0.36% | +31.4% |
| Q3 2018 | $2,505,000 | +38.4% | 97,437 | +39.4% | 0.27% | +105.3% |
| Q2 2018 | $1,810,000 | +14.4% | 69,901 | +26.8% | 0.13% | +7.3% |
| Q1 2018 | $1,582,000 | +52.3% | 55,126 | +48.3% | 0.12% | +51.9% |
| Q4 2017 | $1,039,000 | +96.0% | 37,170 | +88.6% | 0.08% | +72.3% |
| Q3 2017 | $530,000 | – | 19,711 | – | 0.05% | – |
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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% |