SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 593 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 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% |