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 2022 | $547,000 | -6.3% | 19,712 | 0.0% | 0.12% | -1.6% |
| Q4 2021 | $584,000 | -6.6% | 19,712 | 0.0% | 0.13% | -5.2% |
| Q3 2021 | $625,000 | +51.3% | 19,712 | +51.5% | 0.13% | +30.1% |
| Q1 2021 | $413,000 | +60.1% | 13,007 | +54.6% | 0.10% | +43.1% |
| Q4 2020 | $258,000 | +27.1% | 8,415 | +10.8% | 0.07% | +9.1% |
| Q3 2020 | $203,000 | +3960.0% | 7,592 | +4189.3% | 0.07% | +3200.0% |
| Q3 2018 | $5,000 | 0.0% | 177 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $5,000 | +25.0% | 177 | +22.9% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | – | 144 | – | 0.00% | – |
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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% |