SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $66,229 | -23.1% | 2,701 | -25.8% | 0.01% | -25.0% |
Q4 2022 | $86,111 | +34.5% | 3,638 | +28.2% | 0.01% | +20.0% |
Q3 2022 | $64,000 | -11.1% | 2,837 | +0.4% | 0.01% | -9.1% |
Q2 2022 | $72,000 | -7.7% | 2,827 | -0.4% | 0.01% | -8.3% |
Q1 2022 | $78,000 | -7.1% | 2,839 | -0.4% | 0.01% | 0.0% |
Q4 2021 | $84,000 | -4.5% | 2,851 | -1.4% | 0.01% | -7.7% |
Q3 2021 | $88,000 | -8.3% | 2,891 | -1.2% | 0.01% | -18.8% |
Q2 2021 | $96,000 | +4.3% | 2,926 | +0.6% | 0.02% | -59.0% |
Q1 2021 | $92,000 | -5.2% | 2,909 | -8.0% | 0.04% | -9.3% |
Q4 2020 | $97,000 | +12.8% | 3,161 | -2.2% | 0.04% | +26.5% |
Q3 2020 | $86,000 | +4.9% | 3,232 | -4.2% | 0.03% | -2.9% |
Q2 2020 | $82,000 | +15.5% | 3,372 | -1.4% | 0.04% | 0.0% |
Q1 2020 | $71,000 | -23.7% | 3,419 | +0.6% | 0.04% | -2.8% |
Q4 2019 | $93,000 | -15.5% | 3,399 | -22.4% | 0.04% | -26.5% |
Q3 2019 | $110,000 | +25.0% | 4,379 | +30.1% | 0.05% | +22.5% |
Q2 2019 | $88,000 | 0.0% | 3,367 | -0.8% | 0.04% | +2.6% |
Q1 2019 | $88,000 | -30.2% | 3,394 | -36.6% | 0.04% | -36.1% |
Q4 2018 | $126,000 | +15.6% | 5,356 | +26.4% | 0.06% | +32.6% |
Q3 2018 | $109,000 | +6.9% | 4,236 | +7.3% | 0.05% | +2.2% |
Q2 2018 | $102,000 | -18.4% | 3,946 | -9.5% | 0.04% | -22.4% |
Q1 2018 | $125,000 | -64.5% | 4,360 | -65.4% | 0.06% | -62.6% |
Q4 2017 | $352,000 | +91.3% | 12,592 | +33.4% | 0.16% | +52.0% |
Q4 2015 | $184,000 | -16.7% | 9,437 | -13.7% | 0.10% | -23.3% |
Q3 2015 | $221,000 | +497.3% | 10,937 | +629.1% | 0.13% | +533.3% |
Q2 2015 | $37,000 | +37.0% | 1,500 | +36.4% | 0.02% | +23.5% |
Q1 2015 | $27,000 | – | 1,100 | – | 0.02% | – |
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% |