SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 177 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,635,109,000 | -10.0% | 65,066 | -6.0% | 0.00% | 0.0% |
| Q2 2019 | $1,817,068,000 | +92.5% | 69,248 | +90.8% | 0.00% | 0.0% |
| Q1 2019 | $943,929,000 | -17.2% | 36,291 | -25.1% | 0.00% | 0.0% |
| Q4 2018 | $1,139,440,000 | +406842.9% | 48,425 | +325.5% | 0.00% | – |
| Q2 2015 | $280,000 | -27.3% | 11,382 | -28.0% | 0.00% | – |
| Q1 2015 | $385,000 | -56.3% | 15,813 | -57.1% | 0.00% | -100.0% |
| Q4 2014 | $881,000 | -29.4% | 36,864 | -24.9% | 0.00% | 0.0% |
| Q3 2014 | $1,247,000 | +46.7% | 49,114 | +50.3% | 0.00% | 0.0% |
| Q2 2014 | $850,000 | +25.9% | 32,667 | +17.7% | 0.00% | 0.0% |
| Q1 2014 | $675,000 | -49.6% | 27,752 | -49.0% | 0.00% | -50.0% |
| Q4 2013 | $1,339,000 | +151.7% | 54,438 | +151.5% | 0.00% | +100.0% |
| Q3 2013 | $532,000 | -3.4% | 21,646 | -8.2% | 0.00% | 0.0% |
| Q2 2013 | $551,000 | – | 23,582 | – | 0.00% | – |
Download | ||||||
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% |