SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 633 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,996,656 | +2.5% | 208,716 | +5.4% | 2.05% | +0.8% |
| Q2 2023 | $4,877,091 | -0.4% | 198,014 | -0.8% | 2.03% | -1.9% |
| Q1 2023 | $4,895,130 | +7.1% | 199,638 | +3.4% | 2.07% | -1.6% |
| Q4 2022 | $4,569,049 | +7.2% | 193,031 | +1.4% | 2.10% | -2.0% |
| Q3 2022 | $4,263,000 | -12.2% | 190,307 | -0.5% | 2.15% | -6.7% |
| Q2 2022 | $4,853,000 | -8.0% | 191,218 | +0.7% | 2.30% | +10.0% |
| Q1 2022 | $5,273,000 | -5.3% | 189,865 | +1.0% | 2.09% | -0.6% |
| Q4 2021 | $5,568,000 | -1.9% | 187,977 | +0.9% | 2.11% | -7.7% |
| Q3 2021 | $5,676,000 | -0.5% | 186,224 | +7.4% | 2.28% | -2.1% |
| Q2 2021 | $5,703,000 | +4.4% | 173,464 | +0.9% | 2.33% | -1.8% |
| Q1 2021 | $5,463,000 | +3.0% | 171,895 | -0.6% | 2.37% | -2.7% |
| Q4 2020 | $5,303,000 | +21.5% | 173,005 | -3.5% | 2.44% | +3.9% |
| Q3 2020 | $4,366,000 | 0.0% | 179,303 | +0.0% | 2.35% | 0.0% |
| Q2 2020 | $4,366,000 | +16.2% | 179,302 | -1.3% | 2.35% | +1.6% |
| Q1 2020 | $3,757,000 | -22.3% | 181,590 | +2.8% | 2.31% | -7.0% |
| Q4 2019 | $4,834,000 | +11.4% | 176,602 | +2.3% | 2.48% | +3.9% |
| Q3 2019 | $4,338,000 | -0.2% | 172,635 | +4.2% | 2.39% | +0.2% |
| Q2 2019 | $4,346,000 | +4.1% | 165,632 | +3.1% | 2.39% | +1.1% |
| Q1 2019 | $4,176,000 | +11.4% | 160,580 | +0.8% | 2.36% | +6.2% |
| Q4 2018 | $3,749,000 | +21.2% | 159,362 | +32.5% | 2.22% | +24.9% |
| Q3 2018 | $3,092,000 | +5.5% | 120,271 | +6.2% | 1.78% | +2.4% |
| Q2 2018 | $2,931,000 | -4.7% | 113,236 | +5.6% | 1.74% | -6.8% |
| Q1 2018 | $3,077,000 | -0.9% | 107,230 | -3.5% | 1.86% | -0.9% |
| Q4 2017 | $3,105,000 | +7.3% | 111,149 | +3.4% | 1.88% | +4.0% |
| Q3 2017 | $2,893,000 | +8.7% | 107,511 | +0.4% | 1.81% | +3.3% |
| Q2 2017 | $2,661,000 | +5.0% | 107,097 | +1.3% | 1.75% | +0.1% |
| Q1 2017 | $2,535,000 | -30.8% | 105,741 | -37.7% | 1.75% | -31.4% |
| Q4 2016 | $3,662,000 | +0.1% | 169,837 | +7.0% | 2.55% | +0.9% |
| Q3 2016 | $3,659,000 | +10.0% | 158,666 | +1.5% | 2.53% | +6.4% |
| Q2 2016 | $3,327,000 | +5.2% | 156,277 | +2.6% | 2.38% | +7.4% |
| Q1 2016 | $3,163,000 | +19.1% | 152,295 | +11.9% | 2.21% | +20.7% |
| Q4 2015 | $2,655,000 | +4.8% | 136,107 | +8.6% | 1.83% | -2.9% |
| Q3 2015 | $2,534,000 | +28.0% | 125,315 | +55.5% | 1.89% | +28.2% |
| Q2 2015 | $1,980,000 | -48.6% | 80,572 | -49.1% | 1.47% | -48.9% |
| Q1 2015 | $3,853,000 | +47.6% | 158,153 | +44.8% | 2.88% | +33.5% |
| Q4 2014 | $2,611,000 | -49.6% | 109,242 | -46.4% | 2.16% | -46.5% |
| Q3 2014 | $5,179,000 | +52.2% | 203,912 | +56.0% | 4.03% | +61.7% |
| Q2 2014 | $3,402,000 | +8.1% | 130,684 | +1.1% | 2.49% | +0.8% |
| Q1 2014 | $3,146,000 | – | 129,294 | – | 2.47% | – |
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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% |