SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 682 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,763,942 | +5.0% | 157,223 | +8.0% | 0.05% | +8.9% |
| Q2 2023 | $3,585,437 | +115.4% | 145,572 | +114.4% | 0.04% | +104.5% |
| Q1 2023 | $1,664,848 | +60.2% | 67,898 | +54.6% | 0.02% | +46.7% |
| Q4 2022 | $1,039,294 | +40.3% | 43,908 | +32.7% | 0.02% | +25.0% |
| Q3 2022 | $741,000 | +80.7% | 33,091 | +104.6% | 0.01% | +100.0% |
| Q2 2022 | $410,000 | -27.2% | 16,173 | -20.3% | 0.01% | -25.0% |
| Q1 2022 | $563,000 | +2.4% | 20,281 | +9.2% | 0.01% | 0.0% |
| Q4 2021 | $550,000 | +21.4% | 18,570 | +24.8% | 0.01% | +14.3% |
| Q3 2021 | $453,000 | -16.4% | 14,875 | -9.7% | 0.01% | -22.2% |
| Q2 2021 | $542,000 | -32.9% | 16,474 | -35.2% | 0.01% | -35.7% |
| Q1 2021 | $808,000 | +41.5% | 25,431 | +36.5% | 0.01% | +27.3% |
| Q4 2020 | $571,000 | +23.9% | 18,636 | +8.1% | 0.01% | +22.2% |
| Q3 2020 | $461,000 | +59.5% | 17,241 | +45.0% | 0.01% | +50.0% |
| Q2 2020 | $289,000 | -37.0% | 11,887 | -46.5% | 0.01% | -45.5% |
| Q1 2020 | $459,000 | -14.4% | 22,202 | +13.4% | 0.01% | +10.0% |
| Q4 2019 | $536,000 | -12.7% | 19,581 | -19.9% | 0.01% | -16.7% |
| Q3 2019 | $614,000 | +16.7% | 24,449 | +22.0% | 0.01% | +9.1% |
| Q2 2019 | $526,000 | -78.4% | 20,041 | -78.7% | 0.01% | -79.2% |
| Q2 2018 | $2,438,000 | -7.4% | 94,175 | +2.7% | 0.05% | -8.6% |
| Q1 2018 | $2,632,000 | +12.5% | 91,716 | +9.5% | 0.06% | +13.7% |
| Q4 2017 | $2,339,000 | +20.3% | 83,733 | +15.9% | 0.05% | +10.9% |
| Q3 2017 | $1,944,000 | +23.9% | 72,255 | +14.5% | 0.05% | +17.9% |
| Q2 2017 | $1,569,000 | +65.5% | 63,121 | +59.5% | 0.04% | +62.5% |
| Q1 2017 | $948,000 | – | 39,565 | – | 0.02% | – |
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% |