SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 394 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,605,000 | +11.2% | 168,233 | +2.1% | 3.98% | +1.7% |
| Q3 2019 | $4,141,000 | -10.4% | 164,781 | -5.8% | 3.92% | -7.6% |
| Q2 2019 | $4,622,000 | -2.0% | 174,961 | -3.5% | 4.24% | +3.4% |
| Q1 2019 | $4,717,000 | +14.0% | 181,361 | +3.1% | 4.10% | +5.2% |
| Q4 2018 | $4,138,000 | -8.7% | 175,860 | -0.2% | 3.90% | +9.8% |
| Q3 2018 | $4,532,000 | -0.2% | 176,287 | +0.5% | 3.55% | -3.8% |
| Q2 2018 | $4,541,000 | -2.3% | 175,384 | +8.3% | 3.69% | -5.1% |
| Q1 2018 | $4,650,000 | +26.9% | 162,003 | +23.5% | 3.89% | +24.1% |
| Q4 2017 | $3,664,000 | – | 131,128 | – | 3.14% | – |
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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% |