SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 424 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 3.96 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,823 | +26.7% | 327 | +30.3% | 0.01% | +11.1% |
| Q2 2023 | $6,176 | +0.9% | 251 | +0.8% | 0.01% | -10.0% |
| Q1 2023 | $6,118 | +3.6% | 249 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $5,905 | +18.1% | 249 | +2.0% | 0.01% | +11.1% |
| Q3 2022 | $5,000 | -16.7% | 244 | 0.0% | 0.01% | -10.0% |
| Q2 2022 | $6,000 | -14.3% | 244 | +0.4% | 0.01% | 0.0% |
| Q1 2022 | $7,000 | 0.0% | 243 | 0.0% | 0.01% | +11.1% |
| Q4 2021 | $7,000 | 0.0% | 243 | +2.1% | 0.01% | 0.0% |
| Q3 2021 | $7,000 | -12.5% | 238 | +0.8% | 0.01% | -18.2% |
| Q2 2021 | $8,000 | +14.3% | 236 | +1.7% | 0.01% | +10.0% |
| Q1 2021 | $7,000 | 0.0% | 232 | +0.4% | 0.01% | 0.0% |
| Q4 2020 | $7,000 | +16.7% | 231 | +1.8% | 0.01% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 227 | 0.0% | 0.01% | -23.1% |
| Q2 2020 | $6,000 | +20.0% | 227 | +0.4% | 0.01% | +18.2% |
| Q1 2020 | $5,000 | -16.7% | 226 | 0.0% | 0.01% | -8.3% |
| Q4 2019 | $6,000 | 0.0% | 226 | +2.3% | 0.01% | -7.7% |
| Q3 2019 | $6,000 | 0.0% | 221 | +0.5% | 0.01% | -18.8% |
| Q2 2019 | $6,000 | +20.0% | 220 | +19.6% | 0.02% | +33.3% |
| Q1 2019 | $5,000 | +25.0% | 184 | +0.5% | 0.01% | -7.7% |
| Q4 2018 | $4,000 | -20.0% | 183 | +2.2% | 0.01% | -18.8% |
| Q3 2018 | $5,000 | 0.0% | 179 | 0.0% | 0.02% | -5.9% |
| Q2 2018 | $5,000 | +150.0% | 179 | +208.6% | 0.02% | +142.9% |
| Q1 2018 | $2,000 | – | 58 | – | 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% |