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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $13,821,000 | -4.2% | 550 | 0.0% | 0.01% | -18.2% |
| Q2 2019 | $14,432,000 | -0.5% | 550 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $14,503,000 | +12.1% | 550 | 0.0% | 0.01% | -8.3% |
| Q4 2018 | $12,941,000 | -8.5% | 550 | 0.0% | 0.01% | +9.1% |
| Q3 2018 | $14,140,000 | -0.7% | 550 | 0.0% | 0.01% | -8.3% |
| Q2 2018 | $14,239,000 | -7.9% | 550 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $15,455,000 | – | 550 | – | 0.01% | – |
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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% |