SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 109 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,412,000 | -83.2% | 60,013 | -81.6% | 0.43% | -78.1% |
| Q3 2018 | $8,382,000 | +641.1% | 326,013 | +727.0% | 1.96% | +532.9% |
| Q1 2018 | $1,131,000 | +25.0% | 39,420 | +21.7% | 0.31% | +24.0% |
| Q4 2017 | $905,000 | +135.7% | 32,394 | +126.8% | 0.25% | +115.5% |
| Q3 2017 | $384,000 | +30.2% | 14,285 | +15.7% | 0.12% | +17.2% |
| Q4 2014 | $295,000 | -3.9% | 12,348 | +2.2% | 0.10% | -10.0% |
| Q3 2014 | $307,000 | -17.0% | 12,078 | -15.1% | 0.11% | -17.3% |
| Q2 2014 | $370,000 | +56.1% | 14,232 | +46.2% | 0.13% | +64.2% |
| Q1 2014 | $237,000 | -25.5% | 9,732 | -24.7% | 0.08% | -26.4% |
| Q4 2013 | $318,000 | -66.6% | 12,932 | -66.6% | 0.11% | -70.4% |
| Q3 2013 | $951,000 | +14.3% | 38,682 | +8.6% | 0.37% | +11.0% |
| Q2 2013 | $832,000 | – | 35,612 | – | 0.34% | – |
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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% |