SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 572 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $245,712 | -0.4% | 10,264 | +2.5% | 0.02% | +5.6% |
| Q2 2023 | $246,592 | -3.9% | 10,012 | -4.3% | 0.02% | -10.0% |
| Q1 2023 | $256,559 | +1.8% | 10,463 | -1.7% | 0.02% | -4.8% |
| Q4 2022 | $252,003 | -2.7% | 10,647 | -7.8% | 0.02% | -4.5% |
| Q3 2022 | $259,000 | -13.4% | 11,543 | -1.9% | 0.02% | -8.3% |
| Q2 2022 | $299,000 | -7.4% | 11,763 | +1.2% | 0.02% | +4.3% |
| Q1 2022 | $323,000 | -5.3% | 11,626 | +0.9% | 0.02% | -4.2% |
| Q4 2021 | $341,000 | -0.6% | 11,525 | +2.4% | 0.02% | -4.0% |
| Q3 2021 | $343,000 | -8.0% | 11,259 | -0.8% | 0.02% | -10.7% |
| Q2 2021 | $373,000 | +2.8% | 11,349 | -0.8% | 0.03% | -3.4% |
| Q1 2021 | $363,000 | +4.6% | 11,435 | +1.1% | 0.03% | -3.3% |
| Q4 2020 | $347,000 | +25.7% | 11,307 | -0.1% | 0.03% | +3.4% |
| Q2 2020 | $276,000 | -1.4% | 11,320 | -16.3% | 0.03% | -19.4% |
| Q1 2020 | $280,000 | -19.1% | 13,528 | +7.0% | 0.04% | 0.0% |
| Q4 2019 | $346,000 | +8.5% | 12,642 | -0.3% | 0.04% | 0.0% |
| Q3 2019 | $319,000 | -2.4% | 12,684 | +1.7% | 0.04% | -5.3% |
| Q2 2019 | $327,000 | +3.8% | 12,477 | +3.1% | 0.04% | -2.6% |
| Q1 2019 | $315,000 | +23.5% | 12,099 | +11.6% | 0.04% | +11.4% |
| Q4 2018 | $255,000 | -1.2% | 10,843 | +7.9% | 0.04% | +9.4% |
| Q3 2018 | $258,000 | -1.1% | 10,048 | -0.3% | 0.03% | -8.6% |
| Q2 2018 | $261,000 | +4.0% | 10,077 | +15.3% | 0.04% | +2.9% |
| Q1 2018 | $251,000 | +17.3% | 8,740 | +13.9% | 0.03% | +17.2% |
| Q4 2017 | $214,000 | +5.4% | 7,672 | +1.9% | 0.03% | 0.0% |
| Q3 2017 | $203,000 | – | 7,529 | – | 0.03% | – |
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% |