SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 698 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $241,000 | -11.7% | 10,752 | 0.0% | 0.08% | -3.7% |
| Q2 2022 | $273,000 | -8.7% | 10,752 | 0.0% | 0.08% | +5.1% |
| Q1 2022 | $299,000 | -6.0% | 10,752 | 0.0% | 0.08% | -2.5% |
| Q4 2021 | $318,000 | -3.0% | 10,752 | 0.0% | 0.08% | -9.1% |
| Q3 2021 | $328,000 | -7.3% | 10,752 | 0.0% | 0.09% | -5.4% |
| Q2 2021 | $354,000 | +3.5% | 10,752 | 0.0% | 0.09% | -3.1% |
| Q1 2021 | $342,000 | +3.6% | 10,752 | 0.0% | 0.10% | -1.0% |
| Q4 2020 | $330,000 | +14.6% | 10,752 | 0.0% | 0.10% | 0.0% |
| Q3 2020 | $288,000 | +9.9% | 10,752 | +0.0% | 0.10% | -2.0% |
| Q2 2020 | $262,000 | +18.0% | 10,747 | -0.0% | 0.10% | -9.2% |
| Q1 2020 | $222,000 | -74.3% | 10,750 | -65.9% | 0.11% | -69.1% |
| Q4 2019 | $864,000 | +10.9% | 31,553 | +1.8% | 0.35% | +2.9% |
| Q3 2019 | $779,000 | -7.2% | 30,987 | -3.1% | 0.34% | -6.3% |
| Q2 2019 | $839,000 | +0.8% | 31,987 | 0.0% | 0.37% | +0.8% |
| Q1 2019 | $832,000 | +10.5% | 31,987 | 0.0% | 0.36% | -1.6% |
| Q4 2018 | $753,000 | +176.8% | 31,987 | +202.8% | 0.37% | +220.9% |
| Q3 2018 | $272,000 | -1.4% | 10,564 | -1.0% | 0.12% | -0.9% |
| Q2 2018 | $276,000 | -9.8% | 10,671 | +0.1% | 0.12% | -12.1% |
| Q1 2018 | $306,000 | -10.8% | 10,659 | -13.1% | 0.13% | -10.2% |
| Q4 2017 | $343,000 | +4.3% | 12,263 | +0.4% | 0.15% | 0.0% |
| Q3 2017 | $329,000 | +4.1% | 12,209 | -4.0% | 0.15% | +1.4% |
| Q2 2017 | $316,000 | +3.9% | 12,718 | +0.3% | 0.14% | +8.2% |
| Q1 2017 | $304,000 | -1.6% | 12,681 | -11.5% | 0.13% | -2.9% |
| Q4 2016 | $309,000 | -4.3% | 14,330 | +2.2% | 0.14% | -6.1% |
| Q3 2016 | $323,000 | +8.4% | 14,023 | +0.2% | 0.15% | +6.5% |
| Q2 2016 | $298,000 | +4.6% | 14,001 | +2.0% | 0.14% | +11.3% |
| Q1 2016 | $285,000 | – | 13,725 | – | 0.12% | – |
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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% |