SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 640 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $397,000 | -94.5% | 14,488 | -94.8% | 0.05% | -89.9% |
| Q2 2018 | $7,192,000 | -23.0% | 277,780 | -14.6% | 0.52% | -19.9% |
| Q1 2018 | $9,338,000 | -1.5% | 325,374 | -4.1% | 0.65% | +2.0% |
| Q4 2017 | $9,477,000 | +11.2% | 339,202 | +7.1% | 0.64% | +7.4% |
| Q3 2017 | $8,522,000 | +41.6% | 316,700 | +30.7% | 0.60% | +36.0% |
| Q2 2017 | $6,020,000 | +45.5% | 242,232 | +40.3% | 0.44% | +42.1% |
| Q1 2017 | $4,137,000 | – | 172,592 | – | 0.31% | – |
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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% |