SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 706 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $566,774 | +5.1% | 22,863 | +1.5% | 0.06% | -7.9% |
Q3 2023 | $539,129 | +0.1% | 22,520 | +3.0% | 0.06% | -17.1% |
Q2 2023 | $538,461 | -6.0% | 21,862 | -6.5% | 0.08% | +16.9% |
Q1 2023 | $573,032 | +2.4% | 23,370 | +4.8% | 0.06% | +66.7% |
Q4 2022 | $559,853 | +15.0% | 22,296 | +20.4% | 0.04% | +14.7% |
Q1 2022 | $487,000 | -10.5% | 18,518 | +2.0% | 0.03% | -5.6% |
Q4 2021 | $544,000 | -2.3% | 18,158 | -0.8% | 0.04% | -2.7% |
Q3 2021 | $557,000 | -1.4% | 18,301 | +1.6% | 0.04% | -7.5% |
Q2 2021 | $565,000 | +1.1% | 18,013 | +2.6% | 0.04% | -7.0% |
Q1 2021 | $559,000 | -5.3% | 17,558 | -1.2% | 0.04% | -14.0% |
Q4 2020 | $590,000 | +14.3% | 17,779 | -0.4% | 0.05% | 0.0% |
Q3 2020 | $516,000 | +1.6% | 17,852 | -5.9% | 0.05% | -5.7% |
Q2 2020 | $508,000 | +13.4% | 18,970 | -6.1% | 0.05% | -8.6% |
Q1 2020 | $448,000 | -20.4% | 20,201 | -2.4% | 0.06% | -12.1% |
Q4 2019 | $563,000 | -8.0% | 20,691 | -11.2% | 0.07% | -21.4% |
Q3 2019 | $612,000 | +9.7% | 23,299 | +3.0% | 0.08% | 0.0% |
Q2 2019 | $558,000 | +90.4% | 22,611 | +94.4% | 0.08% | +82.6% |
Q1 2019 | $293,000 | +17.2% | 11,633 | +17.5% | 0.05% | +15.0% |
Q4 2018 | $250,000 | -9.7% | 9,897 | -14.3% | 0.04% | -21.6% |
Q3 2018 | $277,000 | -55.5% | 11,555 | -50.1% | 0.05% | -70.9% |
Q3 2017 | $623,000 | -95.5% | 23,136 | +3756.0% | 0.18% | +4275.0% |
Q3 2016 | $13,812,000 | +8.1% | 600 | 0.0% | 0.00% | +100.0% |
Q2 2016 | $12,774,000 | – | 600 | – | 0.00% | – |
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% |