SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 540 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.80 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,713,367 | +2.6% | 405,738 | +5.6% | 2.57% | +6.3% |
| Q2 2023 | $9,464,298 | +2.5% | 384,259 | +2.0% | 2.41% | -2.2% |
| Q1 2023 | $9,234,954 | +4.3% | 376,629 | +0.7% | 2.47% | -1.6% |
| Q4 2022 | $8,853,873 | +6.7% | 374,055 | +1.0% | 2.51% | +0.6% |
| Q3 2022 | $8,298,000 | -11.8% | 370,445 | -0.1% | 2.49% | -7.0% |
| Q2 2022 | $9,410,000 | -2.9% | 370,779 | +6.2% | 2.68% | +11.6% |
| Q1 2022 | $9,693,000 | -1.9% | 349,045 | +4.7% | 2.40% | +2.5% |
| Q4 2021 | $9,877,000 | +9.3% | 333,464 | +12.5% | 2.34% | +3.4% |
| Q3 2021 | $9,035,000 | -4.7% | 296,415 | +2.7% | 2.26% | -5.0% |
| Q2 2021 | $9,485,000 | +7.3% | 288,484 | +3.8% | 2.38% | -0.7% |
| Q1 2021 | $8,837,000 | +2.5% | 278,053 | -1.1% | 2.40% | -2.3% |
| Q4 2020 | $8,621,000 | +15.4% | 281,278 | +0.8% | 2.46% | +2.2% |
| Q3 2020 | $7,470,000 | +8.7% | 279,153 | -1.1% | 2.40% | +1.7% |
| Q2 2020 | $6,871,000 | +23.5% | 282,185 | +4.9% | 2.36% | +5.4% |
| Q1 2020 | $5,563,000 | -8.8% | 268,878 | +20.6% | 2.24% | -11.5% |
| Q4 2019 | $6,100,000 | +10.9% | 222,867 | +1.9% | 2.53% | +2.9% |
| Q3 2019 | $5,498,000 | -1.6% | 218,791 | +2.8% | 2.46% | -1.9% |
| Q2 2019 | $5,585,000 | +3.2% | 212,827 | +2.3% | 2.51% | +0.2% |
| Q1 2019 | $5,412,000 | +15.2% | 208,093 | +4.2% | 2.50% | -4.7% |
| Q4 2018 | $4,697,000 | -22.1% | 199,620 | -14.8% | 2.63% | -11.4% |
| Q3 2018 | $6,027,000 | +19.6% | 234,404 | +20.4% | 2.97% | +11.8% |
| Q2 2018 | $5,041,000 | -4.3% | 194,709 | +6.1% | 2.65% | -5.5% |
| Q1 2018 | $5,265,000 | +39.0% | 183,457 | +35.3% | 2.81% | +41.3% |
| Q4 2017 | $3,788,000 | +6.0% | 135,575 | +2.1% | 1.99% | +1.0% |
| Q3 2017 | $3,573,000 | +7.1% | 132,781 | -1.1% | 1.97% | +3.4% |
| Q2 2017 | $3,336,000 | +5.1% | 134,238 | +1.4% | 1.90% | -0.7% |
| Q1 2017 | $3,174,000 | +12.6% | 132,407 | +1.3% | 1.92% | +4.2% |
| Q4 2016 | $2,818,000 | -3.8% | 130,687 | +2.9% | 1.84% | -5.0% |
| Q3 2016 | $2,930,000 | +12.3% | 127,047 | +3.7% | 1.94% | +5.7% |
| Q2 2016 | $2,608,000 | – | 122,499 | – | 1.83% | – |
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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% |