SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 689 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,302,360 | -2.4% | 54,401 | 0.0% | 0.92% | -3.8% |
Q1 2023 | $1,333,913 | -11.4% | 54,401 | -14.5% | 0.96% | -0.4% |
Q4 2022 | $1,506,359 | +5.6% | 63,640 | 0.0% | 0.96% | -1.7% |
Q3 2022 | $1,426,000 | -11.7% | 63,640 | 0.0% | 0.98% | -6.5% |
Q2 2022 | $1,615,000 | -8.6% | 63,640 | 0.0% | 1.05% | +2.5% |
Q1 2022 | $1,767,000 | -6.3% | 63,640 | 0.0% | 1.02% | -26.0% |
Q4 2021 | $1,885,000 | -2.8% | 63,640 | 0.0% | 1.38% | -7.7% |
Q3 2021 | $1,940,000 | -9.6% | 63,640 | -2.4% | 1.50% | -8.8% |
Q2 2021 | $2,145,000 | +3.5% | 65,224 | 0.0% | 1.64% | -0.8% |
Q1 2021 | $2,073,000 | +3.7% | 65,224 | 0.0% | 1.66% | +2.4% |
Q4 2020 | $1,999,000 | +14.6% | 65,224 | 0.0% | 1.62% | +4.2% |
Q3 2020 | $1,745,000 | +9.9% | 65,224 | 0.0% | 1.55% | +6.2% |
Q2 2020 | $1,588,000 | +17.7% | 65,224 | 0.0% | 1.46% | +7.7% |
Q1 2020 | $1,349,000 | -24.4% | 65,224 | 0.0% | 1.36% | -16.5% |
Q4 2019 | $1,785,000 | +8.1% | 65,224 | -0.7% | 1.62% | -5.1% |
Q3 2019 | $1,651,000 | -4.2% | 65,690 | 0.0% | 1.71% | -7.3% |
Q2 2019 | $1,724,000 | +0.9% | 65,690 | 0.0% | 1.85% | +7.3% |
Q1 2019 | $1,709,000 | +1.2% | 65,690 | 0.0% | 1.72% | +1.1% |
Q3 2018 | $1,689,000 | -0.8% | 65,690 | 0.0% | 1.70% | -18.4% |
Q2 2018 | $1,702,000 | – | 65,690 | – | 2.09% | – |
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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% |