SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 706 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $414,042 | -1.7% | 17,295 | +1.2% | 0.00% | 0.0% |
Q2 2023 | $421,050 | +0.4% | 17,095 | 0.0% | 0.00% | -20.0% |
Q1 2023 | $419,169 | +5.1% | 17,095 | +1.5% | 0.01% | 0.0% |
Q4 2022 | $398,721 | +1.7% | 16,845 | -3.8% | 0.01% | 0.0% |
Q3 2022 | $392,000 | -8.4% | 17,518 | +4.0% | 0.01% | 0.0% |
Q2 2022 | $428,000 | -8.0% | 16,845 | +0.5% | 0.01% | 0.0% |
Q1 2022 | $465,000 | -6.2% | 16,762 | +0.1% | 0.01% | 0.0% |
Q4 2021 | $496,000 | -4.6% | 16,752 | -1.8% | 0.01% | -16.7% |
Q3 2021 | $520,000 | -7.6% | 17,052 | -0.5% | 0.01% | -14.3% |
Q2 2021 | $563,000 | +3.3% | 17,137 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $545,000 | +3.6% | 17,137 | -0.1% | 0.01% | -12.5% |
Q4 2020 | $526,000 | +14.3% | 17,159 | -0.1% | 0.01% | 0.0% |
Q3 2020 | $460,000 | +12.5% | 17,179 | +2.2% | 0.01% | 0.0% |
Q2 2020 | $409,000 | +38.2% | 16,806 | +17.5% | 0.01% | +33.3% |
Q1 2020 | $296,000 | -12.2% | 14,306 | +16.2% | 0.01% | +20.0% |
Q4 2019 | $337,000 | +9.1% | 12,314 | 0.0% | 0.01% | -16.7% |
Q3 2019 | $309,000 | -4.3% | 12,314 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $323,000 | +8.8% | 12,314 | +7.9% | 0.01% | +20.0% |
Q1 2019 | $297,000 | +11.2% | 11,414 | +0.5% | 0.01% | 0.0% |
Q4 2018 | $267,000 | -8.6% | 11,360 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $292,000 | +3.5% | 11,360 | +4.1% | 0.01% | -16.7% |
Q2 2018 | $282,000 | -9.9% | 10,910 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $313,000 | +9.8% | 10,910 | +6.9% | 0.01% | 0.0% |
Q4 2017 | $285,000 | +10.5% | 10,210 | +6.2% | 0.01% | +20.0% |
Q3 2017 | $258,000 | +8.4% | 9,610 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $238,000 | +60.8% | 9,610 | +55.0% | 0.01% | +25.0% |
Q1 2017 | $148,000 | +21.3% | 6,200 | +8.8% | 0.00% | +33.3% |
Q4 2016 | $122,000 | +35.6% | 5,700 | +45.4% | 0.00% | +50.0% |
Q3 2016 | $90,000 | -44.4% | 3,920 | -38.6% | 0.00% | -60.0% |
Q3 2014 | $162,000 | -2.4% | 6,382 | 0.0% | 0.01% | -16.7% |
Q2 2014 | $166,000 | +7.1% | 6,382 | 0.0% | 0.01% | 0.0% |
Q1 2014 | $155,000 | +6.2% | 6,382 | +7.4% | 0.01% | +20.0% |
Q4 2013 | $146,000 | – | 5,943 | – | 0.01% | – |
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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% |