SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 593 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $1,623,000 | -13.2% | 53,239 | -6.3% | 0.64% | -14.7% |
Q2 2021 | $1,869,000 | +12.9% | 56,829 | +9.1% | 0.75% | +7.3% |
Q1 2021 | $1,656,000 | +7.7% | 52,108 | +3.8% | 0.70% | +5.0% |
Q4 2020 | $1,538,000 | +12.9% | 50,178 | -1.4% | 0.66% | -1.3% |
Q3 2020 | $1,362,000 | +9.8% | 50,914 | -0.1% | 0.67% | -1.9% |
Q2 2020 | $1,241,000 | +6.5% | 50,980 | -9.4% | 0.68% | -14.5% |
Q1 2020 | $1,165,000 | -30.8% | 56,289 | -8.5% | 0.80% | -12.9% |
Q4 2019 | $1,684,000 | -3.1% | 61,514 | -11.0% | 0.92% | -15.4% |
Q3 2019 | $1,738,000 | -8.2% | 69,155 | -4.2% | 1.08% | -3.9% |
Q2 2019 | $1,893,000 | +0.2% | 72,151 | -0.7% | 1.13% | +0.2% |
Q1 2019 | $1,890,000 | +12.3% | 72,667 | +1.6% | 1.13% | -2.6% |
Q4 2018 | $1,683,000 | -13.0% | 71,520 | -5.0% | 1.16% | -4.0% |
Q3 2018 | $1,935,000 | -0.7% | 75,275 | 0.0% | 1.20% | -5.9% |
Q2 2018 | $1,949,000 | -9.7% | 75,275 | +0.1% | 1.28% | -14.9% |
Q1 2018 | $2,158,000 | +44.8% | 75,176 | +41.0% | 1.51% | +60.6% |
Q4 2017 | $1,490,000 | +8.0% | 53,329 | +4.1% | 0.94% | +3.9% |
Q3 2017 | $1,379,000 | +53.4% | 51,251 | +41.7% | 0.90% | +45.2% |
Q2 2017 | $899,000 | – | 36,171 | – | 0.62% | – |
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% |