SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 2.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,168 | -72.8% | 299,434 | -72.0% | 0.15% | -77.4% |
Q2 2023 | $26,367 | +129.1% | 1,070,524 | +128.1% | 0.65% | +243.6% |
Q1 2023 | $11,509 | +1080.4% | 469,370 | +1039.8% | 0.19% | +623.1% |
Q4 2022 | $975 | -99.8% | 41,180 | +80.7% | 0.03% | +85.7% |
Q2 2022 | $578,000 | -8.7% | 22,789 | 0.0% | 0.01% | -17.6% |
Q1 2022 | $633,000 | -61.3% | 22,789 | -57.6% | 0.02% | -76.1% |
Q3 2021 | $1,637,000 | +54.7% | 53,695 | +66.9% | 0.07% | +115.2% |
Q2 2021 | $1,058,000 | +41.6% | 32,180 | +32.1% | 0.03% | +26.9% |
Q4 2020 | $747,000 | -90.4% | 24,366 | -93.5% | 0.03% | -90.9% |
Q1 2020 | $7,776,000 | +447.6% | 375,815 | +624.3% | 0.29% | +420.0% |
Q4 2019 | $1,420,000 | -73.0% | 51,885 | -74.4% | 0.06% | -58.3% |
Q1 2019 | $5,262,000 | – | 202,303 | – | 0.13% | – |
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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% |