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 | $50,394 | -2.8% | 2,105 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $51,846 | -66.0% | 2,105 | -66.2% | 0.00% | -66.7% |
| Q1 2023 | $152,539 | +7.0% | 6,221 | +3.3% | 0.00% | 0.0% |
| Q4 2022 | $142,588 | +9.7% | 6,024 | +4.1% | 0.00% | 0.0% |
| Q3 2022 | $130,000 | -11.6% | 5,784 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $147,000 | -9.3% | 5,784 | -0.9% | 0.00% | 0.0% |
| Q1 2022 | $162,000 | -5.8% | 5,835 | +0.4% | 0.00% | 0.0% |
| Q4 2021 | $172,000 | -1.1% | 5,809 | +1.7% | 0.00% | 0.0% |
| Q3 2021 | $174,000 | -5.9% | 5,713 | +1.7% | 0.00% | 0.0% |
| Q2 2021 | $185,000 | +3.4% | 5,620 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $179,000 | +3.5% | 5,620 | -0.5% | 0.00% | -25.0% |
| Q4 2020 | $173,000 | +12.3% | 5,650 | -2.0% | 0.00% | 0.0% |
| Q3 2020 | $154,000 | +10.8% | 5,766 | +0.7% | 0.00% | 0.0% |
| Q2 2020 | $139,000 | +13.0% | 5,726 | -4.1% | 0.00% | 0.0% |
| Q1 2020 | $123,000 | -22.6% | 5,969 | +2.7% | 0.00% | -20.0% |
| Q4 2019 | $159,000 | +9.7% | 5,812 | +0.5% | 0.01% | 0.0% |
| Q3 2019 | $145,000 | – | 5,781 | – | 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% |