SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 333 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $254,000 | -8.6% | 10,000 | 0.0% | 0.03% | +10.7% |
| Q1 2022 | $278,000 | -6.1% | 10,000 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $296,000 | -3.0% | 10,000 | 0.0% | 0.03% | -12.5% |
| Q3 2021 | $305,000 | -7.3% | 10,000 | 0.0% | 0.03% | -5.9% |
| Q2 2021 | $329,000 | +3.5% | 10,000 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $318,000 | +3.6% | 10,000 | 0.0% | 0.03% | -2.9% |
| Q4 2020 | $307,000 | +14.6% | 10,000 | 0.0% | 0.04% | +2.9% |
| Q3 2020 | $268,000 | +9.8% | 10,000 | 0.0% | 0.03% | +3.0% |
| Q2 2020 | $244,000 | +17.9% | 10,000 | 0.0% | 0.03% | +3.1% |
| Q1 2020 | $207,000 | -24.5% | 10,000 | 0.0% | 0.03% | -3.0% |
| Q4 2019 | $274,000 | +9.2% | 10,000 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $251,000 | -4.2% | 10,000 | 0.0% | 0.03% | -5.7% |
| Q2 2019 | $262,000 | +0.8% | 10,000 | 0.0% | 0.04% | +2.9% |
| Q1 2019 | $260,000 | +10.6% | 10,000 | 0.0% | 0.03% | +9.7% |
| Q4 2018 | $235,000 | -8.6% | 10,000 | 0.0% | 0.03% | +6.9% |
| Q3 2018 | $257,000 | -0.8% | 10,000 | -0.2% | 0.03% | -6.5% |
| Q2 2018 | $259,000 | -9.8% | 10,016 | 0.0% | 0.03% | -11.4% |
| Q1 2018 | $287,000 | +2.5% | 10,016 | 0.0% | 0.04% | +2.9% |
| Q4 2017 | $280,000 | +4.1% | 10,016 | +0.2% | 0.03% | -5.6% |
| Q3 2017 | $269,000 | +8.0% | 10,000 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $249,000 | +3.8% | 10,000 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $240,000 | +11.1% | 10,000 | 0.0% | 0.04% | -5.3% |
| Q4 2016 | $216,000 | -6.5% | 10,000 | 0.0% | 0.04% | -7.3% |
| Q3 2016 | $231,000 | +8.5% | 10,000 | 0.0% | 0.04% | +7.9% |
| Q2 2016 | $213,000 | +2.4% | 10,000 | 0.0% | 0.04% | +2.7% |
| Q1 2016 | $208,000 | +6.7% | 10,000 | 0.0% | 0.04% | +5.7% |
| Q4 2015 | $195,000 | -3.5% | 10,000 | 0.0% | 0.04% | -10.3% |
| Q3 2015 | $202,000 | -17.9% | 10,000 | 0.0% | 0.04% | -9.3% |
| Q2 2015 | $246,000 | +0.8% | 10,000 | 0.0% | 0.04% | -2.3% |
| Q1 2015 | $244,000 | +2.1% | 10,000 | 0.0% | 0.04% | 0.0% |
| Q4 2014 | $239,000 | +9.6% | 10,000 | +16.3% | 0.04% | +7.3% |
| Q3 2014 | $218,000 | +10800.0% | 8,600 | +12547.1% | 0.04% | – |
| Q1 2014 | $2,000 | -95.9% | 68 | -96.6% | 0.00% | -100.0% |
| Q4 2013 | $49,000 | – | 2,000 | – | 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% |