SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 640 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,047 | -43.3% | 205 | -43.5% | 0.00% | 0.0% |
| Q1 2023 | $8,901 | +159.4% | 363 | +150.3% | 0.00% | – |
| Q4 2022 | $3,432 | +71.6% | 145 | +107.1% | 0.00% | – |
| Q2 2022 | $2,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 70 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | -100.0% | 70 | -83.5% | 0.00% | -100.0% |
| Q1 2021 | $13,507,000 | +675250.0% | 425 | +507.1% | 0.00% | – |
| Q4 2020 | $2,000 | 0.0% | 70 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $2,000 | 0.0% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | +100.0% | 70 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | – | 70 | +400.0% | 0.00% | – |
| Q4 2019 | $0 | -100.0% | 14 | -92.6% | 0.00% | -100.0% |
| Q3 2019 | $5,000 | -72.2% | 188 | -73.5% | 0.00% | -75.0% |
| Q1 2019 | $18,000 | +5.9% | 710 | 0.0% | 0.01% | -11.1% |
| Q4 2018 | $17,000 | -5.6% | 710 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $18,000 | 0.0% | 710 | 0.0% | 0.01% | -10.0% |
| Q2 2018 | $18,000 | -10.0% | 710 | 0.0% | 0.01% | -23.1% |
| Q1 2018 | $20,000 | – | 710 | – | 0.01% | – |
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% |