SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 168 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6 | 0.0% | 251 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $6 | 0.0% | 251 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $6 | 0.0% | 251 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $6 | -99.9% | 251 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $6,000 | 0.0% | 251 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $6,000 | -14.3% | 251 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $7,000 | 0.0% | 251 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $7,000 | -12.5% | 251 | 0.0% | 0.00% | -33.3% |
Q3 2021 | $8,000 | 0.0% | 251 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $8,000 | 0.0% | 251 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $8,000 | 0.0% | 251 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $8,000 | +14.3% | 251 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $7,000 | +16.7% | 251 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $6,000 | +20.0% | 251 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $5,000 | -28.6% | 251 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $7,000 | +16.7% | 251 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $6,000 | -14.3% | 251 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $7,000 | 0.0% | 251 | 0.0% | 0.00% | -25.0% |
Q1 2019 | $7,000 | +16.7% | 251 | 0.0% | 0.00% | +33.3% |
Q4 2018 | $6,000 | 0.0% | 251 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $6,000 | 0.0% | 251 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $6,000 | -14.3% | 251 | 0.0% | 0.00% | -25.0% |
Q1 2018 | $7,000 | 0.0% | 251 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $7,000 | 0.0% | 251 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $7,000 | -12.5% | 251 | 0.0% | 0.00% | -20.0% |
Q2 2017 | $8,000 | +33.3% | 251 | 0.0% | 0.01% | +25.0% |
Q1 2017 | $6,000 | -64.7% | 251 | -69.0% | 0.00% | -63.6% |
Q4 2016 | $17,000 | +240.0% | 809 | +281.6% | 0.01% | +266.7% |
Q3 2016 | $5,000 | 0.0% | 212 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $5,000 | +25.0% | 212 | 0.0% | 0.00% | +50.0% |
Q1 2016 | $4,000 | 0.0% | 212 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $4,000 | 0.0% | 212 | 0.0% | 0.00% | -33.3% |
Q3 2015 | $4,000 | +100.0% | 212 | +194.4% | 0.00% | +200.0% |
Q2 2015 | $2,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $2,000 | 0.0% | 72 | +10.8% | 0.00% | 0.0% |
Q4 2014 | $2,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $2,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $2,000 | – | 65 | – | 0.00% | – |
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% |