SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 706 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $11,920,975 | +0.7% | 484,002 | +0.2% | 3.87% | -3.7% |
| Q1 2023 | $11,839,601 | +5.0% | 482,855 | +1.4% | 4.02% | -2.4% |
| Q4 2022 | $11,273,686 | +13.5% | 476,286 | +7.4% | 4.12% | +6.8% |
| Q3 2022 | $9,934,000 | -14.1% | 443,461 | -2.7% | 3.86% | -9.7% |
| Q2 2022 | $11,571,000 | -10.9% | 455,913 | -2.6% | 4.28% | +1.2% |
| Q1 2022 | $12,993,000 | -7.5% | 467,875 | -1.4% | 4.23% | -3.0% |
| Q4 2021 | $14,053,000 | +5.1% | 474,449 | +8.2% | 4.36% | +0.4% |
| Q3 2021 | $13,365,000 | -4.0% | 438,500 | +3.6% | 4.34% | -6.1% |
| Q2 2021 | $13,921,000 | +5.8% | 423,396 | +2.2% | 4.62% | -6.8% |
| Q1 2021 | $13,163,000 | +11.7% | 414,195 | +7.8% | 4.96% | +7.0% |
| Q4 2020 | $11,779,000 | +21.4% | 384,320 | +6.0% | 4.64% | +11.5% |
| Q3 2020 | $9,699,000 | +8.9% | 362,438 | -0.9% | 4.16% | +2.4% |
| Q2 2020 | $8,908,000 | +36.9% | 365,835 | +16.3% | 4.07% | +17.2% |
| Q1 2020 | $6,509,000 | -21.0% | 314,573 | +4.5% | 3.47% | -5.6% |
| Q4 2019 | $8,241,000 | +17.3% | 301,099 | +7.7% | 3.68% | +8.9% |
| Q3 2019 | $7,023,000 | -1.2% | 279,483 | +3.2% | 3.38% | -3.1% |
| Q2 2019 | $7,109,000 | +7.1% | 270,914 | +6.2% | 3.48% | -1.1% |
| Q1 2019 | $6,638,000 | +21.2% | 255,193 | +9.6% | 3.52% | +7.6% |
| Q4 2018 | $5,478,000 | -8.4% | 232,821 | +0.1% | 3.27% | +0.2% |
| Q3 2018 | $5,982,000 | +10.7% | 232,594 | +11.5% | 3.26% | +4.3% |
| Q2 2018 | $5,403,000 | -23.8% | 208,679 | -15.5% | 3.13% | -5.9% |
| Q1 2018 | $7,090,000 | +12.8% | 247,042 | +9.8% | 3.32% | +6.7% |
| Q4 2017 | $6,285,000 | -42.7% | 225,058 | -44.9% | 3.12% | +11.8% |
| Q3 2017 | $10,960,000 | +132.7% | 408,192 | +114.4% | 2.79% | +5.6% |
| Q2 2017 | $4,709,000 | +5.5% | 190,405 | +4.5% | 2.64% | +2.3% |
| Q1 2017 | $4,464,000 | – | 182,248 | – | 2.58% | – |
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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% |