SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 216 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,345,143 | -53.1% | 97,959 | -51.8% | 0.10% | -3.1% |
Q2 2023 | $5,002,538 | +108.8% | 203,108 | +107.8% | 0.10% | -27.9% |
Q1 2023 | $2,396,107 | +30.9% | 97,721 | +26.3% | 0.14% | +138.6% |
Q4 2022 | $1,830,803 | +16.2% | 77,347 | +10.0% | 0.06% | -58.1% |
Q3 2022 | $1,575,000 | -4.1% | 70,294 | +8.7% | 0.14% | -0.7% |
Q2 2022 | $1,642,000 | -14.0% | 64,694 | -5.9% | 0.14% | +1.5% |
Q1 2022 | $1,909,000 | +3.9% | 68,736 | +10.8% | 0.14% | +3.1% |
Q4 2021 | $1,837,000 | +17.7% | 62,014 | +21.1% | 0.13% | -3.0% |
Q3 2021 | $1,561,000 | -0.2% | 51,212 | +7.7% | 0.14% | -2.9% |
Q2 2021 | $1,564,000 | +17.7% | 47,558 | +13.8% | 0.14% | +2.2% |
Q1 2021 | $1,329,000 | +11.7% | 41,804 | +7.7% | 0.14% | -1.4% |
Q4 2020 | $1,190,000 | +23.6% | 38,827 | +7.9% | 0.14% | +2.2% |
Q3 2020 | $963,000 | +16.3% | 35,986 | +5.8% | 0.14% | +3.1% |
Q2 2020 | $828,000 | +16.5% | 34,020 | +2.5% | 0.13% | -0.8% |
Q1 2020 | $711,000 | -25.8% | 33,183 | -4.9% | 0.13% | -32.7% |
Q4 2019 | $958,000 | +267.0% | 34,908 | +245.7% | 0.20% | +151.3% |
Q2 2018 | $261,000 | +30.5% | 10,098 | +45.2% | 0.08% | +5.4% |
Q1 2018 | $200,000 | +13.6% | 6,956 | +10.7% | 0.07% | +12.1% |
Q4 2017 | $176,000 | -35.1% | 6,286 | -37.5% | 0.07% | -25.0% |
Q3 2017 | $271,000 | +9.3% | 10,062 | +1.0% | 0.09% | +63.0% |
Q2 2017 | $248,000 | +13.2% | 9,967 | +9.0% | 0.05% | +17.4% |
Q1 2017 | $219,000 | -3.5% | 9,141 | -5.3% | 0.05% | -8.0% |
Q4 2016 | $227,000 | +10.7% | 9,650 | +8.6% | 0.05% | -5.7% |
Q3 2016 | $205,000 | -6.8% | 8,888 | -14.1% | 0.05% | -8.6% |
Q2 2016 | $220,000 | +3.3% | 10,350 | -7.5% | 0.06% | -13.4% |
Q1 2016 | $213,000 | -16.1% | 11,187 | -14.0% | 0.07% | -4.3% |
Q4 2015 | $254,000 | -8.6% | 13,010 | -5.3% | 0.07% | -14.6% |
Q3 2015 | $278,000 | -10.6% | 13,745 | +8.5% | 0.08% | 0.0% |
Q2 2015 | $311,000 | +19.2% | 12,671 | +23.3% | 0.08% | +5.1% |
Q3 2014 | $261,000 | +12.5% | 10,276 | +15.5% | 0.08% | +18.2% |
Q2 2014 | $232,000 | -85.3% | 8,896 | -87.3% | 0.07% | -51.5% |
Q3 2011 | $1,575,000 | – | 70,294 | – | 0.14% | – |
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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% |