SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,718,714 | +0.1% | 71,793 | +2.9% | 0.04% | +2.9% |
| Q2 2023 | $1,717,784 | +2.7% | 69,744 | +2.2% | 0.04% | -2.8% |
| Q1 2023 | $1,672,566 | +5.2% | 68,212 | +1.5% | 0.04% | -2.7% |
| Q4 2022 | $1,590,133 | +632.8% | 67,179 | +593.4% | 0.04% | +825.0% |
| Q3 2022 | $217,000 | -8.4% | 9,689 | +3.9% | 0.00% | -20.0% |
| Q2 2022 | $237,000 | -28.6% | 9,328 | -22.0% | 0.01% | -16.7% |
| Q1 2022 | $332,000 | -14.9% | 11,954 | -9.2% | 0.01% | -14.3% |
| Q4 2021 | $390,000 | – | 13,160 | – | 0.01% | – |
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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% |