SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 435 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 0.36 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $300,934 | +3.4% | 12,273 | -0.2% | 0.19% | -2.1% |
| Q4 2022 | $290,975 | -5.5% | 12,293 | -10.1% | 0.19% | -6.8% |
| Q3 2022 | $308,000 | -11.2% | 13,671 | -0.5% | 0.20% | -4.2% |
| Q2 2022 | $347,000 | – | 13,741 | +41539.4% | 0.21% | – |
| Q2 2020 | $0 | – | 33 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 33 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 33 | -97.9% | 0.00% | -100.0% |
| Q3 2019 | $39,000 | +143.8% | 1,549 | +149.4% | 0.05% | +128.6% |
| Q2 2019 | $16,000 | – | 621 | +3350.0% | 0.02% | – |
| Q1 2019 | $0 | -100.0% | 18 | -100.0% | 0.00% | -100.0% |
| Q2 2018 | $14,720,000 | -9.2% | 568,567 | +0.7% | 10.16% | -7.1% |
| Q1 2018 | $16,204,000 | +3.9% | 564,605 | +1.1% | 10.93% | +15.1% |
| Q4 2017 | $15,600,000 | – | 558,350 | – | 9.50% | – |
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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% |