SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 665 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $572,298 | +29.8% | 24,178 | +22.9% | 0.00% | +50.0% |
| Q3 2022 | $441,000 | +22.5% | 19,678 | +38.8% | 0.00% | 0.0% |
| Q2 2022 | $360,000 | -32.8% | 14,176 | -26.5% | 0.00% | -33.3% |
| Q1 2022 | $536,000 | -27.7% | 19,300 | -23.5% | 0.00% | 0.0% |
| Q4 2021 | $741,000 | +4.8% | 25,232 | +8.8% | 0.00% | -25.0% |
| Q3 2021 | $707,000 | -21.3% | 23,195 | -15.1% | 0.00% | -20.0% |
| Q2 2021 | $898,000 | -3.3% | 27,314 | -6.5% | 0.01% | 0.0% |
| Q1 2021 | $929,000 | +10.2% | 29,219 | +6.2% | 0.01% | 0.0% |
| Q4 2020 | $843,000 | +43.6% | 27,507 | +25.3% | 0.01% | +25.0% |
| Q3 2020 | $587,000 | +25.7% | 21,946 | +14.5% | 0.00% | 0.0% |
| Q2 2020 | $467,000 | +37.4% | 19,173 | +17.3% | 0.00% | +33.3% |
| Q1 2020 | $340,000 | -13.7% | 16,346 | +13.5% | 0.00% | 0.0% |
| Q4 2019 | $394,000 | +4.0% | 14,403 | -4.5% | 0.00% | -25.0% |
| Q3 2019 | $379,000 | +0.5% | 15,089 | +5.0% | 0.00% | 0.0% |
| Q2 2019 | $377,000 | +9.9% | 14,375 | +8.9% | 0.00% | 0.0% |
| Q1 2019 | $343,000 | +2.1% | 13,200 | -7.6% | 0.00% | 0.0% |
| Q4 2018 | $336,000 | +0.9% | 14,280 | +10.3% | 0.00% | 0.0% |
| Q3 2018 | $333,000 | – | 12,945 | – | 0.00% | – |
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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% |