SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 572 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,630,770 | -3.0% | 68,119 | -0.3% | 0.74% | -0.7% |
| Q2 2023 | $1,681,995 | +1.6% | 68,291 | +1.1% | 0.75% | -5.8% |
| Q1 2023 | $1,656,172 | -1.0% | 67,544 | -4.4% | 0.80% | -9.1% |
| Q4 2022 | $1,672,231 | +14.9% | 70,648 | +8.7% | 0.88% | +5.8% |
| Q3 2022 | $1,456,000 | -10.7% | 65,020 | +1.3% | 0.83% | -7.2% |
| Q2 2022 | $1,630,000 | -7.4% | 64,213 | +1.2% | 0.89% | +1.2% |
| Q1 2022 | $1,761,000 | -4.3% | 63,429 | +2.1% | 0.88% | +1.0% |
| Q4 2021 | $1,840,000 | -2.8% | 62,105 | +0.0% | 0.87% | -10.4% |
| Q3 2021 | $1,893,000 | -7.3% | 62,100 | 0.0% | 0.97% | -8.2% |
| Q2 2021 | $2,042,000 | +3.2% | 62,100 | -0.2% | 1.06% | -4.4% |
| Q1 2021 | $1,978,000 | +1.9% | 62,234 | -1.8% | 1.11% | -5.3% |
| Q4 2020 | $1,942,000 | +12.3% | 63,376 | -1.9% | 1.17% | -5.1% |
| Q3 2020 | $1,729,000 | +9.2% | 64,619 | -0.6% | 1.23% | -0.8% |
| Q2 2020 | $1,584,000 | +33.2% | 65,039 | +13.2% | 1.24% | +8.6% |
| Q1 2020 | $1,189,000 | -3.7% | 57,452 | +27.3% | 1.14% | +17.8% |
| Q4 2019 | $1,235,000 | +7.6% | 45,139 | -1.2% | 0.97% | 0.0% |
| Q3 2019 | $1,148,000 | -4.7% | 45,679 | -0.4% | 0.97% | -5.0% |
| Q2 2019 | $1,204,000 | +0.8% | 45,881 | -0.0% | 1.02% | -4.8% |
| Q1 2019 | $1,194,000 | +11.5% | 45,891 | +0.8% | 1.08% | -1.2% |
| Q4 2018 | $1,071,000 | -6.3% | 45,505 | +2.4% | 1.09% | +7.6% |
| Q3 2018 | $1,143,000 | -0.7% | 44,457 | +0.0% | 1.01% | -6.5% |
| Q2 2018 | $1,151,000 | -5.2% | 44,452 | +5.1% | 1.08% | -6.8% |
| Q1 2018 | $1,214,000 | +0.5% | 42,292 | -2.2% | 1.16% | +1.5% |
| Q4 2017 | $1,208,000 | – | 43,231 | – | 1.14% | – |
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% |