SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 549 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $16,141 | -28.8% | 659 | -31.3% | 0.00% | 0.0% |
| Q4 2022 | $22,683 | -96.8% | 959 | -95.8% | 0.00% | -98.4% |
| Q4 2020 | $708,000 | -35.0% | 23,099 | -49.7% | 0.06% | -13.5% |
| Q3 2020 | $1,089,000 | +94.8% | 45,936 | +100.0% | 0.07% | +2.8% |
| Q2 2020 | $559,000 | +16.5% | 22,964 | -1.0% | 0.07% | -14.3% |
| Q1 2020 | $480,000 | -31.3% | 23,192 | -9.3% | 0.08% | -5.6% |
| Q4 2019 | $699,000 | +21.6% | 25,561 | +11.6% | 0.09% | -4.3% |
| Q3 2019 | $575,000 | -4.6% | 22,898 | -0.4% | 0.09% | -21.8% |
| Q2 2019 | $603,000 | -28.0% | 22,994 | -35.4% | 0.12% | -43.9% |
| Q4 2018 | $837,000 | +72.9% | 35,592 | +88.9% | 0.21% | +175.3% |
| Q3 2018 | $484,000 | +9.0% | 18,840 | +10.0% | 0.08% | -37.9% |
| Q2 2018 | $444,000 | -32.7% | 17,132 | -25.5% | 0.12% | -35.4% |
| Q1 2018 | $660,000 | +67.9% | 22,981 | +63.2% | 0.19% | +123.3% |
| Q4 2017 | $393,000 | +10.7% | 14,082 | +6.6% | 0.09% | +3.6% |
| Q3 2017 | $355,000 | – | 13,205 | – | 0.08% | – |
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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% |