SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 698 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $309,435 | +18.5% | 12,925 | +21.9% | 0.02% | +25.0% |
| Q2 2023 | $261,138 | -69.6% | 10,602 | -72.3% | 0.02% | -75.0% |
| Q3 2022 | $858,000 | -13.4% | 38,323 | -1.9% | 0.08% | -9.1% |
| Q2 2022 | $991,000 | -10.9% | 39,056 | -2.5% | 0.09% | +1.1% |
| Q1 2022 | $1,112,000 | -35.9% | 40,057 | -31.6% | 0.09% | -32.6% |
| Q4 2021 | $1,735,000 | +515.2% | 58,565 | +532.0% | 0.13% | +460.9% |
| Q3 2021 | $282,000 | -25.4% | 9,266 | -19.6% | 0.02% | -25.8% |
| Q2 2021 | $378,000 | -6.0% | 11,523 | -8.9% | 0.03% | -8.8% |
| Q1 2021 | $402,000 | +76.3% | 12,650 | +69.8% | 0.03% | +13.3% |
| Q4 2020 | $228,000 | – | 7,451 | – | 0.03% | – |
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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% |