SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 424 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 3.96 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $796,000 | +12.9% | 25,983 | -1.3% | 0.41% | 0.0% |
| Q3 2020 | $705,000 | +27.9% | 26,338 | +16.3% | 0.41% | -4.7% |
| Q2 2020 | $551,000 | +19.3% | 22,641 | +1.5% | 0.43% | -3.0% |
| Q1 2020 | $462,000 | -0.4% | 22,310 | +31.5% | 0.44% | +17.4% |
| Q4 2019 | $464,000 | +0.2% | 16,965 | -3.4% | 0.37% | -9.2% |
| Q3 2019 | $463,000 | -0.6% | 17,555 | +8.0% | 0.41% | -9.5% |
| Q1 2018 | $466,000 | – | 16,253 | – | 0.46% | – |
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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% |