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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $80,816 | +8.8% | 3,281 | +8.3% | 0.03% | -10.5% |
| Q1 2023 | $74,274 | +5.7% | 3,029 | +2.1% | 0.04% | -2.6% |
| Q4 2022 | $70,258 | +401.8% | 2,968 | +384.2% | 0.04% | +333.3% |
| Q3 2022 | $14,000 | -6.7% | 613 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $15,000 | 0.0% | 613 | +16.3% | 0.01% | 0.0% |
| Q1 2022 | $15,000 | -6.2% | 527 | 0.0% | 0.01% | -10.0% |
| Q4 2021 | $16,000 | +77.8% | 527 | +102.7% | 0.01% | +66.7% |
| Q2 2021 | $9,000 | – | 260 | – | 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% |