SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 661 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,790 | -2.8% | 1,495 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $36,822 | +0.5% | 1,495 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $36,657 | +1.9% | 1,495 | -1.6% | 0.00% | 0.0% |
| Q4 2022 | $35,978 | -7.7% | 1,520 | -12.9% | 0.00% | -20.0% |
| Q3 2022 | $39,000 | -11.4% | 1,745 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $44,000 | -21.4% | 1,745 | -13.6% | 0.01% | -16.7% |
| Q1 2022 | $56,000 | -16.4% | 2,019 | -10.5% | 0.01% | -14.3% |
| Q4 2021 | $67,000 | -2.9% | 2,257 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $69,000 | -53.1% | 2,257 | -50.3% | 0.01% | -11.1% |
| Q2 2021 | $147,000 | +101.4% | 4,539 | +98.9% | 0.01% | -10.0% |
| Q1 2021 | $73,000 | +49.0% | 2,282 | +13.6% | 0.01% | +11.1% |
| Q2 2020 | $49,000 | +22.5% | 2,008 | +3.0% | 0.01% | +12.5% |
| Q1 2020 | $40,000 | -35.5% | 1,950 | -13.3% | 0.01% | -20.0% |
| Q4 2019 | $62,000 | +8.8% | 2,250 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $57,000 | -10.9% | 2,250 | -7.7% | 0.01% | -9.1% |
| Q2 2019 | $64,000 | – | 2,437 | – | 0.01% | – |
Download | ||||||
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% |