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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $5,906,000 | -12.0% | 199,403 | -9.4% | 0.99% | -20.4% |
| Q3 2021 | $6,712,000 | +3.5% | 220,197 | +11.7% | 1.24% | +4.2% |
| Q2 2021 | $6,482,000 | +18.3% | 197,152 | +14.3% | 1.19% | +0.2% |
| Q1 2021 | $5,480,000 | +4.2% | 172,432 | +0.5% | 1.19% | -17.4% |
| Q4 2020 | $5,258,000 | -17.4% | 171,541 | -27.9% | 1.44% | -22.6% |
| Q3 2020 | $6,366,000 | +6.4% | 237,880 | -3.2% | 1.86% | +12.3% |
| Q2 2020 | $5,981,000 | +40.7% | 245,639 | +19.5% | 1.65% | +9.0% |
| Q1 2020 | $4,252,000 | -47.3% | 205,507 | -30.3% | 1.52% | -36.7% |
| Q4 2019 | $8,070,000 | +3.0% | 294,861 | -5.4% | 2.40% | +15.9% |
| Q3 2019 | $7,832,000 | +4.6% | 311,677 | +9.2% | 2.07% | -5.5% |
| Q2 2019 | $7,490,000 | – | 285,428 | – | 2.19% | – |
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% |