SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 2.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $201,000 | +0.5% | 6,133 | -1.5% | 0.01% | -15.4% |
| Q1 2021 | $200,000 | -16.0% | 6,228 | -19.6% | 0.01% | -18.8% |
| Q4 2020 | $238,000 | +4.8% | 7,750 | -8.5% | 0.02% | -11.1% |
| Q3 2020 | $227,000 | -56.3% | 8,469 | -66.1% | 0.02% | -64.7% |
| Q1 2020 | $519,000 | -62.5% | 24,966 | -50.8% | 0.05% | -60.2% |
| Q4 2019 | $1,385,000 | +2.1% | 50,712 | -5.8% | 0.13% | +4.9% |
| Q3 2019 | $1,357,000 | -13.0% | 53,816 | -9.7% | 0.12% | -6.2% |
| Q2 2019 | $1,560,000 | -9.0% | 59,570 | -9.7% | 0.13% | -7.1% |
| Q1 2019 | $1,714,000 | -0.8% | 65,966 | -10.1% | 0.14% | +6.9% |
| Q4 2018 | $1,728,000 | -4.9% | 73,367 | +4.0% | 0.13% | -15.5% |
| Q3 2018 | $1,817,000 | -20.8% | 70,570 | -20.3% | 0.16% | -20.9% |
| Q2 2018 | $2,293,000 | -11.1% | 88,575 | -1.4% | 0.20% | -12.9% |
| Q1 2018 | $2,579,000 | +768.4% | 89,855 | +743.9% | 0.22% | +158.6% |
| Q4 2017 | $297,000 | -89.5% | 10,648 | -89.8% | 0.09% | -63.1% |
| Q3 2017 | $2,818,000 | -1.2% | 104,706 | -8.8% | 0.24% | -4.8% |
| Q2 2017 | $2,852,000 | -5.5% | 114,784 | -8.8% | 0.25% | -3.5% |
| Q1 2017 | $3,018,000 | +7.1% | 125,913 | -3.7% | 0.26% | +0.8% |
| Q4 2016 | $2,818,000 | -8.8% | 130,713 | -2.5% | 0.26% | -17.2% |
| Q3 2016 | $3,091,000 | +60.2% | 134,038 | +70.8% | 0.31% | +69.2% |
| Q2 2016 | $1,929,000 | +24.5% | 78,475 | +5.3% | 0.18% | +23.0% |
| Q1 2016 | $1,549,000 | – | 74,560 | – | 0.15% | – |
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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% |