SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 2.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $249,505 | -7.6% | 10,422 | -2.0% | 0.00% | 0.0% |
| Q2 2022 | $270,000 | +3.4% | 10,636 | +13.0% | 0.00% | 0.0% |
| Q1 2022 | $261,000 | -15.8% | 9,414 | -10.1% | 0.00% | 0.0% |
| Q4 2021 | $310,000 | +4.7% | 10,471 | +7.8% | 0.00% | 0.0% |
| Q3 2021 | $296,000 | -55.3% | 9,716 | -51.7% | 0.00% | -50.0% |
| Q2 2021 | $662,000 | +98.2% | 20,121 | +91.6% | 0.00% | +100.0% |
| Q1 2021 | $334,000 | +2.1% | 10,504 | -1.6% | 0.00% | 0.0% |
| Q4 2020 | $327,000 | +10.5% | 10,679 | -3.3% | 0.00% | 0.0% |
| Q3 2020 | $296,000 | +10.0% | 11,049 | -15.1% | 0.00% | 0.0% |
| Q1 2020 | $269,000 | -32.1% | 13,008 | -10.1% | 0.00% | 0.0% |
| Q4 2019 | $396,000 | +4.8% | 14,472 | -3.8% | 0.00% | 0.0% |
| Q3 2019 | $378,000 | -1.8% | 15,041 | +2.6% | 0.00% | 0.0% |
| Q2 2019 | $385,000 | 0.0% | 14,660 | -1.0% | 0.00% | 0.0% |
| Q1 2019 | $385,000 | -3.8% | 14,815 | -12.8% | 0.00% | -50.0% |
| Q4 2018 | $400,000 | -21.9% | 16,988 | -14.7% | 0.00% | 0.0% |
| Q3 2018 | $512,000 | -44.2% | 19,908 | -43.9% | 0.00% | -50.0% |
| Q2 2018 | $918,000 | -10.2% | 35,469 | -0.4% | 0.00% | 0.0% |
| Q1 2018 | $1,022,000 | -3.7% | 35,597 | -6.3% | 0.00% | 0.0% |
| Q4 2017 | $1,061,000 | +8.7% | 37,983 | +4.7% | 0.00% | 0.0% |
| Q3 2017 | $976,000 | – | 36,282 | – | 0.00% | – |
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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% |