SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 593 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $803,952 | -2.8% | 33,596 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $827,133 | +0.4% | 33,596 | 0.0% | 0.01% | -6.7% |
| Q1 2023 | $823,773 | +3.6% | 33,596 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $794,881 | +5.7% | 33,596 | 0.0% | 0.02% | -6.2% |
| Q3 2022 | $752,000 | -12.7% | 33,596 | -1.0% | 0.02% | -5.9% |
| Q2 2022 | $861,000 | -13.5% | 33,941 | -5.2% | 0.02% | 0.0% |
| Q1 2022 | $995,000 | 0.0% | 35,816 | +6.6% | 0.02% | +6.2% |
| Q4 2021 | $995,000 | -3.6% | 33,596 | -0.8% | 0.02% | -15.8% |
| Q3 2021 | $1,032,000 | -7.4% | 33,882 | 0.0% | 0.02% | -5.0% |
| Q2 2021 | $1,114,000 | +3.5% | 33,882 | 0.0% | 0.02% | -4.8% |
| Q1 2021 | $1,076,000 | +4.6% | 33,882 | +0.9% | 0.02% | -4.5% |
| Q4 2020 | $1,029,000 | -4.1% | 33,596 | -16.2% | 0.02% | -15.4% |
| Q3 2020 | $1,073,000 | +9.9% | 40,096 | -0.0% | 0.03% | -3.7% |
| Q2 2020 | $976,000 | +17.7% | 40,111 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $829,000 | – | 40,111 | +267306.7% | 0.03% | – |
| Q4 2019 | $0 | -100.0% | 15 | -69.4% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 49 | -5.8% | 0.00% | – |
| Q1 2019 | $1,000 | -99.3% | 52 | -99.1% | 0.00% | -100.0% |
| Q4 2018 | $139,000 | – | 5,920 | – | 0.01% | – |
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% |