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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |