SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 676 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,109,745 | +5.2% | 41,783 | 0.0% | 0.05% | +4.0% |
| Q1 2024 | $1,055,010 | -45.7% | 41,783 | -46.7% | 0.05% | -50.5% |
| Q4 2023 | $1,943,104 | +32.9% | 78,383 | +28.3% | 0.10% | +21.7% |
| Q3 2023 | $1,462,196 | -13.6% | 61,078 | -11.1% | 0.08% | -8.8% |
| Q2 2023 | $1,692,562 | -4.5% | 68,720 | -4.9% | 0.09% | -12.5% |
| Q1 2023 | $1,771,821 | -20.1% | 72,260 | -22.9% | 0.10% | -26.8% |
| Q4 2022 | $2,217,127 | +528.1% | 93,668 | +494.0% | 0.14% | +468.0% |
| Q3 2022 | $353,000 | -83.9% | 15,770 | -81.8% | 0.02% | -83.3% |
| Q2 2022 | $2,198,000 | – | 86,610 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Live Your Vision, LLC | 931,712 | $25,072,000 | 8.92% |
| Invst, LLC | 334,759 | $9,008,000 | 7.88% |
| PIERSHALE FINANCIAL GROUP, INC. | 469,785 | $12,642,000 | 7.16% |
| B & T Capital Management DBA Alpha Capital Management | 539,030 | $14,505,000 | 6.89% |
| Ironwood Wealth Management, LLC. | 261,457 | $7,036,000 | 6.58% |
| Emery Howard Portfolio Management, Inc. | 1,064,203 | $28,638,000 | 6.35% |
| WealthTrust Fairport, LLC | 2,163,773 | $58,227,000 | 6.14% |
| Almanack Investment Partners, LLC. | 440,477 | $11,853,000 | 5.75% |
| APPLETON GROUP, LLC | 196,930 | $5,299,000 | 5.69% |
| Kohmann Bosshard Financial Services, LLC | 296,050 | $7,967,000 | 5.60% |