SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 640 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,036 | +1.8% | 86 | – | 0.00% | 0.0% |
| Q3 2022 | $2,000 | 0.0% | 0 | -100.0% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | 0.0% | 86 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $2,000 | -88.9% | 86 | -90.2% | 0.00% | -87.5% |
| Q1 2020 | $18,000 | -37.9% | 875 | -16.4% | 0.01% | -11.1% |
| Q4 2019 | $29,000 | +31.8% | 1,047 | +19.7% | 0.01% | +28.6% |
| Q3 2019 | $22,000 | -8.3% | 875 | -5.8% | 0.01% | -12.5% |
| Q2 2019 | $24,000 | 0.0% | 929 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $24,000 | +9.1% | 929 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $22,000 | -8.3% | 929 | +0.1% | 0.01% | +14.3% |
| Q3 2018 | $24,000 | +4.3% | 928 | +6.1% | 0.01% | -36.4% |
| Q2 2018 | $23,000 | -45.2% | 875 | -39.8% | 0.01% | -15.4% |
| Q1 2018 | $42,000 | +2.4% | 1,453 | +0.1% | 0.01% | 0.0% |
| Q4 2017 | $41,000 | +7.9% | 1,452 | +3.7% | 0.01% | +8.3% |
| Q3 2017 | $38,000 | +72.7% | 1,400 | +60.0% | 0.01% | +50.0% |
| Q2 2017 | $22,000 | +4.8% | 875 | 0.0% | 0.01% | +14.3% |
| Q1 2017 | $21,000 | +2000.0% | 875 | +1115.3% | 0.01% | – |
| Q4 2015 | $1,000 | -50.0% | 72 | 0.0% | 0.00% | -100.0% |
| Q3 2015 | $2,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $2,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $2,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $2,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $2,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $2,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $2,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $2,000 | -66.7% | 72 | -72.5% | 0.00% | -66.7% |
| Q3 2013 | $6,000 | -45.5% | 262 | -42.3% | 0.00% | -40.0% |
| Q2 2013 | $11,000 | – | 454 | – | 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% |