SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 661 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,013,000 | -20.2% | 66,053 | -13.9% | 0.04% | -23.7% |
| Q2 2021 | $2,523,000 | -1.2% | 76,744 | -4.5% | 0.06% | -10.6% |
| Q1 2021 | $2,554,000 | +8.4% | 80,371 | +4.5% | 0.07% | -1.5% |
| Q4 2020 | $2,357,000 | +454.6% | 76,903 | +365.3% | 0.07% | +157.7% |
| Q3 2018 | $425,000 | 0.0% | 16,526 | +0.6% | 0.03% | -16.1% |
| Q2 2018 | $425,000 | -13.6% | 16,426 | -4.2% | 0.03% | -8.8% |
| Q1 2018 | $492,000 | +72.0% | 17,138 | +67.2% | 0.03% | +70.0% |
| Q4 2017 | $286,000 | +4.8% | 10,250 | +1.0% | 0.02% | -9.1% |
| Q3 2017 | $273,000 | +16.2% | 10,150 | +7.4% | 0.02% | +4.8% |
| Q2 2017 | $235,000 | -3.7% | 9,450 | -7.1% | 0.02% | 0.0% |
| Q1 2017 | $244,000 | +7.0% | 10,174 | -4.0% | 0.02% | 0.0% |
| Q4 2016 | $228,000 | -6.6% | 10,595 | +0.1% | 0.02% | -4.5% |
| Q3 2016 | $244,000 | +9.4% | 10,581 | +1.1% | 0.02% | +4.8% |
| Q2 2016 | $223,000 | +0.5% | 10,467 | -2.0% | 0.02% | -4.5% |
| Q1 2016 | $222,000 | -39.8% | 10,676 | -43.5% | 0.02% | -35.3% |
| Q4 2015 | $369,000 | -69.5% | 18,899 | -68.4% | 0.03% | -73.2% |
| Q3 2015 | $1,208,000 | -29.9% | 59,757 | -14.8% | 0.13% | -24.4% |
| Q2 2015 | $1,724,000 | +4.7% | 70,131 | +3.7% | 0.17% | +3.7% |
| Q1 2015 | $1,647,000 | -77.1% | 67,624 | -77.6% | 0.16% | -77.8% |
| Q4 2014 | $7,204,000 | +1810.9% | 301,419 | +1980.2% | 0.73% | +1597.7% |
| Q2 2014 | $377,000 | +7.7% | 14,490 | +0.8% | 0.04% | -6.5% |
| Q1 2014 | $350,000 | -0.8% | 14,375 | +0.1% | 0.05% | -6.1% |
| Q4 2013 | $353,000 | +0.3% | 14,354 | +0.4% | 0.05% | -12.5% |
| Q3 2013 | $352,000 | +0.6% | 14,296 | -4.5% | 0.06% | -11.1% |
| Q2 2013 | $350,000 | – | 14,973 | – | 0.06% | – |
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% |