SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,479 | +3.6% | 221 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $5,291 | -2.8% | 221 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $5,443 | +0.4% | 221 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $5,419 | +3.6% | 221 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $5,231 | +4.6% | 221 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $5,000 | -16.7% | 221 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | 0.0% | 221 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | -40.0% | 221 | -40.4% | 0.00% | -50.0% |
| Q2 2019 | $10,000 | +11.1% | 371 | 0.0% | 0.01% | +20.0% |
| Q1 2019 | $9,000 | 0.0% | 371 | 0.0% | 0.01% | -16.7% |
| Q4 2018 | $9,000 | -10.0% | 371 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $10,000 | 0.0% | 371 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $10,000 | -9.1% | 371 | 0.0% | 0.01% | -14.3% |
| Q1 2018 | $11,000 | +10.0% | 371 | 0.0% | 0.01% | +16.7% |
| Q4 2017 | $10,000 | – | 371 | – | 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% |