SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 671 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $77,746 | -75.2% | 3,171 | -76.1% | 0.01% | -76.3% |
| Q4 2022 | $313,620 | -30.0% | 13,250 | -33.8% | 0.04% | -34.5% |
| Q3 2022 | $448,000 | -34.4% | 20,021 | -25.6% | 0.06% | -31.0% |
| Q2 2022 | $683,000 | -34.8% | 26,908 | -28.6% | 0.08% | -34.9% |
| Q1 2022 | $1,047,000 | -8.0% | 37,710 | -1.8% | 0.13% | -5.8% |
| Q4 2021 | $1,138,000 | +1.0% | 38,404 | +3.8% | 0.14% | -7.4% |
| Q3 2021 | $1,127,000 | -16.9% | 36,986 | -10.3% | 0.15% | -19.1% |
| Q2 2021 | $1,356,000 | +5.9% | 41,254 | +2.4% | 0.18% | -5.7% |
| Q1 2021 | $1,281,000 | +9.8% | 40,298 | +5.8% | 0.19% | +4.3% |
| Q4 2020 | $1,167,000 | +71.4% | 38,082 | +49.7% | 0.19% | +50.0% |
| Q3 2020 | $681,000 | +5138.5% | 25,447 | +5125.3% | 0.12% | +3000.0% |
| Q3 2017 | $13,000 | – | 487 | – | 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% |