SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 2.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $2,379,000 | +7.5% | 77,632 | -6.2% | 0.21% | -5.5% |
| Q3 2020 | $2,214,000 | +25.0% | 82,737 | +13.8% | 0.22% | +15.9% |
| Q2 2020 | $1,771,000 | +18.1% | 72,735 | +0.3% | 0.19% | +9.9% |
| Q1 2020 | $1,500,000 | -15.2% | 72,488 | +12.2% | 0.17% | +6.2% |
| Q4 2019 | $1,769,000 | +8.3% | 64,619 | -0.6% | 0.16% | +1.2% |
| Q3 2019 | $1,634,000 | +4.3% | 65,028 | +9.0% | 0.16% | +3.9% |
| Q2 2019 | $1,566,000 | +6.8% | 59,665 | +5.9% | 0.15% | +8.5% |
| Q1 2019 | $1,466,000 | +10.6% | 56,356 | -0.0% | 0.14% | -4.7% |
| Q4 2018 | $1,326,000 | +38.6% | 56,366 | +51.4% | 0.15% | +53.6% |
| Q3 2018 | $957,000 | -19.4% | 37,242 | -18.8% | 0.10% | -24.2% |
| Q2 2018 | $1,187,000 | +49.5% | 45,856 | +55.5% | 0.13% | +30.6% |
| Q1 2018 | $794,000 | -15.7% | 29,495 | -12.6% | 0.10% | -10.9% |
| Q4 2017 | $942,000 | +18.6% | 33,732 | +14.4% | 0.11% | +12.2% |
| Q3 2017 | $794,000 | +14.1% | 29,495 | +5.4% | 0.10% | +8.9% |
| Q2 2017 | $696,000 | +17.2% | 27,995 | +13.0% | 0.09% | +11.1% |
| Q1 2017 | $594,000 | +99.3% | 24,772 | +79.4% | 0.08% | +84.1% |
| Q4 2016 | $298,000 | +14.6% | 13,807 | +22.6% | 0.04% | +10.0% |
| Q3 2016 | $260,000 | +9.2% | 11,262 | +0.8% | 0.04% | +5.3% |
| Q2 2016 | $238,000 | +11.7% | 11,174 | +9.2% | 0.04% | +8.6% |
| Q1 2016 | $213,000 | – | 10,234 | – | 0.04% | – |
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% |