SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 423 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 1.22 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $111 | -20.7% | 4,652 | -18.1% | 0.05% | -26.2% |
Q2 2023 | $140 | -28.9% | 5,682 | -29.2% | 0.06% | -27.0% |
Q1 2023 | $197 | +3.1% | 8,020 | -0.7% | 0.09% | -7.3% |
Q4 2022 | $191 | -99.8% | 8,074 | +84.8% | 0.10% | +95.9% |
Q3 2022 | $98,000 | +27.3% | 4,370 | +44.7% | 0.05% | +36.1% |
Q2 2022 | $77,000 | +22.2% | 3,021 | +33.0% | 0.04% | +56.5% |
Q1 2022 | $63,000 | +37.0% | 2,271 | +47.0% | 0.02% | +43.8% |
Q4 2021 | $46,000 | -2.1% | 1,545 | +1.1% | 0.02% | -5.9% |
Q3 2021 | $47,000 | +4.4% | 1,528 | +10.8% | 0.02% | +6.2% |
Q2 2021 | $45,000 | +7.1% | 1,379 | +4.5% | 0.02% | 0.0% |
Q1 2021 | $42,000 | -4.5% | 1,320 | -7.4% | 0.02% | -5.9% |
Q4 2020 | $44,000 | +15.8% | 1,426 | +0.6% | 0.02% | +6.2% |
Q3 2020 | $38,000 | -2.6% | 1,418 | -10.6% | 0.02% | -5.9% |
Q2 2020 | $39,000 | +18.2% | 1,587 | 0.0% | 0.02% | -5.6% |
Q1 2020 | $33,000 | -25.0% | 1,587 | -2.2% | 0.02% | 0.0% |
Q4 2019 | $44,000 | +4.8% | 1,622 | -3.9% | 0.02% | 0.0% |
Q3 2019 | $42,000 | -6.7% | 1,688 | -0.7% | 0.02% | -10.0% |
Q2 2019 | $45,000 | -2.2% | 1,700 | -3.7% | 0.02% | +5.3% |
Q1 2019 | $46,000 | +9.5% | 1,765 | -0.5% | 0.02% | -5.0% |
Q4 2018 | $42,000 | 0.0% | 1,773 | +8.7% | 0.02% | +17.6% |
Q3 2018 | $42,000 | 0.0% | 1,631 | +1.2% | 0.02% | 0.0% |
Q2 2018 | $42,000 | +31.2% | 1,611 | +43.7% | 0.02% | +21.4% |
Q1 2018 | $32,000 | +113.3% | 1,121 | +107.2% | 0.01% | +133.3% |
Q4 2017 | $15,000 | +36.4% | 541 | +30.7% | 0.01% | +20.0% |
Q3 2017 | $11,000 | – | 414 | – | 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% |