SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.63 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,304,800 | -2.8% | 96,274 | 0.0% | 0.72% | +3.3% |
| Q2 2023 | $2,371,229 | -39.1% | 96,274 | -39.3% | 0.70% | -42.2% |
| Q1 2023 | $3,890,834 | -45.1% | 158,680 | -47.0% | 1.21% | -46.4% |
| Q4 2022 | $7,082,253 | +415.8% | 299,208 | +388.1% | 2.25% | +361.9% |
| Q3 2022 | $1,373,085 | -65.8% | 61,298 | -61.2% | 0.49% | -64.2% |
| Q2 2022 | $4,010,497 | +19.4% | 158,018 | +30.7% | 1.36% | +30.4% |
| Q1 2022 | $3,358,226 | -19.8% | 120,930 | -14.4% | 1.05% | -19.8% |
| Q4 2021 | $4,184,862 | +1381.9% | 141,285 | +1424.9% | 1.31% | +1219.2% |
| Q3 2021 | $282,397 | -15.1% | 9,265 | -8.4% | 0.10% | -18.9% |
| Q2 2021 | $332,581 | +13.0% | 10,115 | +9.2% | 0.12% | +3.4% |
| Q1 2021 | $294,442 | +3.7% | 9,265 | 0.0% | 0.12% | -6.3% |
| Q4 2020 | $283,972 | -25.3% | 9,265 | -34.8% | 0.13% | -35.1% |
| Q3 2020 | $380,233 | +9.9% | 14,209 | 0.0% | 0.19% | +3.7% |
| Q2 2020 | $345,989 | -61.5% | 14,209 | -67.3% | 0.19% | -67.2% |
| Q1 2020 | $898,856 | +281.0% | 43,444 | +404.0% | 0.57% | +345.3% |
| Q4 2019 | $235,902 | -82.9% | 8,619 | -84.3% | 0.13% | -84.4% |
| Q3 2019 | $1,377,375 | +182.0% | 54,810 | +194.5% | 0.82% | +169.8% |
| Q2 2019 | $488,379 | +0.3% | 18,612 | -0.6% | 0.30% | -10.6% |
| Q1 2019 | $487,089 | -79.3% | 18,727 | -81.3% | 0.34% | -81.2% |
| Q4 2018 | $2,350,835 | +657.7% | 99,908 | +727.9% | 1.81% | +713.0% |
| Q3 2018 | $310,243 | +85.4% | 12,067 | +86.7% | 0.22% | +78.4% |
| Q2 2018 | $167,301 | -9.8% | 6,462 | -24.9% | 0.12% | -27.7% |
| Q4 2016 | $185,416 | – | 8,600 | – | 0.17% | – |
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% |