SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 579 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,534 | -2.8% | 440 | 0.0% | 0.01% | +14.3% |
| Q2 2023 | $10,838 | +0.5% | 440 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $10,789 | +3.6% | 440 | 0.0% | 0.01% | +14.3% |
| Q4 2022 | $10,415 | +4.2% | 440 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $10,000 | -9.1% | 440 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $11,000 | -8.3% | 440 | 0.0% | 0.01% | +14.3% |
| Q1 2022 | $12,000 | -7.7% | 440 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $13,000 | 0.0% | 440 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $13,000 | -7.1% | 440 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $14,000 | 0.0% | 440 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $14,000 | +7.7% | 440 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $13,000 | +8.3% | 440 | 0.0% | 0.01% | -18.2% |
| Q3 2020 | $12,000 | +9.1% | 440 | 0.0% | 0.01% | -8.3% |
| Q2 2020 | $11,000 | +22.2% | 440 | 0.0% | 0.01% | +9.1% |
| Q1 2020 | $9,000 | -55.0% | 440 | -40.5% | 0.01% | -35.3% |
| Q4 2019 | $20,000 | +5.3% | 740 | 0.0% | 0.02% | -5.6% |
| Q3 2019 | $19,000 | 0.0% | 740 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $19,000 | 0.0% | 740 | 0.0% | 0.02% | -10.0% |
| Q1 2019 | $19,000 | +11.8% | 740 | 0.0% | 0.02% | -4.8% |
| Q4 2018 | $17,000 | – | 740 | – | 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% |