SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $322,000 | +17.1% | 11,604 | +25.0% | 0.01% | +28.6% |
Q4 2021 | $275,000 | -14.9% | 9,282 | -12.5% | 0.01% | 0.0% |
Q3 2021 | $323,000 | -7.4% | 10,603 | -0.0% | 0.01% | -12.5% |
Q2 2021 | $349,000 | +7.7% | 10,604 | +3.8% | 0.01% | 0.0% |
Q1 2021 | $324,000 | +3.5% | 10,211 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $313,000 | +19.5% | 10,211 | +4.2% | 0.01% | +14.3% |
Q3 2020 | $262,000 | -12.4% | 9,802 | -20.0% | 0.01% | -22.2% |
Q2 2020 | $299,000 | -14.3% | 12,260 | -27.3% | 0.01% | -25.0% |
Q1 2020 | $349,000 | -34.9% | 16,871 | -13.8% | 0.01% | -20.0% |
Q4 2019 | $536,000 | +19.1% | 19,582 | +9.3% | 0.02% | +15.4% |
Q3 2019 | $450,000 | -13.1% | 17,921 | -9.2% | 0.01% | -7.1% |
Q2 2019 | $518,000 | -13.2% | 19,734 | -14.0% | 0.01% | -26.3% |
Q1 2019 | $597,000 | +5.7% | 22,945 | -4.4% | 0.02% | -5.0% |
Q4 2018 | $565,000 | -55.2% | 24,005 | -51.1% | 0.02% | -48.7% |
Q3 2018 | $1,261,000 | -23.8% | 49,069 | -23.2% | 0.04% | -7.1% |
Q2 2018 | $1,654,000 | -33.9% | 63,913 | -26.7% | 0.04% | -46.8% |
Q1 2018 | $2,501,000 | +3.6% | 87,141 | +0.8% | 0.08% | +5.3% |
Q4 2017 | $2,415,000 | +11.5% | 86,428 | +7.4% | 0.08% | +4.2% |
Q3 2017 | $2,165,000 | +17.5% | 80,455 | +8.5% | 0.07% | +14.3% |
Q2 2017 | $1,843,000 | +19.3% | 74,158 | +15.0% | 0.06% | +16.7% |
Q1 2017 | $1,545,000 | +68.5% | 64,460 | +51.5% | 0.05% | +58.8% |
Q4 2016 | $917,000 | +41.1% | 42,536 | +51.0% | 0.03% | 0.0% |
Q3 2016 | $650,000 | +91.2% | 28,170 | +76.4% | 0.03% | +88.9% |
Q2 2016 | $340,000 | +54.5% | 15,968 | +50.9% | 0.02% | +50.0% |
Q1 2016 | $220,000 | +5.3% | 10,585 | -1.4% | 0.01% | +9.1% |
Q4 2015 | $209,000 | +17.4% | 10,734 | +21.8% | 0.01% | +10.0% |
Q3 2015 | $178,000 | -19.5% | 8,810 | -2.2% | 0.01% | -16.7% |
Q2 2015 | $221,000 | +0.9% | 9,010 | 0.0% | 0.01% | +9.1% |
Q1 2015 | $219,000 | +7.9% | 9,010 | +5.9% | 0.01% | +10.0% |
Q4 2014 | $203,000 | +14.0% | 8,510 | +21.4% | 0.01% | +11.1% |
Q3 2014 | $178,000 | +8.5% | 7,010 | +11.1% | 0.01% | 0.0% |
Q2 2014 | $164,000 | +6.5% | 6,310 | 0.0% | 0.01% | 0.0% |
Q1 2014 | $154,000 | +54.0% | 6,310 | +55.4% | 0.01% | +50.0% |
Q4 2013 | $100,000 | 0.0% | 4,060 | 0.0% | 0.01% | 0.0% |
Q3 2013 | $100,000 | +42.9% | 4,060 | +34.9% | 0.01% | +20.0% |
Q2 2013 | $70,000 | – | 3,010 | – | 0.01% | – |
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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% |