SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 22 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $298,832 | +13.3% | 12,482 | +16.5% | 0.02% | +5.3% |
| Q2 2023 | $263,795 | +6.4% | 10,710 | +5.9% | 0.02% | 0.0% |
| Q1 2023 | $247,917 | -31.4% | 10,110 | -33.8% | 0.02% | -36.7% |
| Q4 2022 | $361,514 | -65.3% | 15,273 | -67.2% | 0.03% | -72.7% |
| Q3 2022 | $1,042,000 | -13.9% | 46,536 | -2.4% | 0.11% | 0.0% |
| Q2 2022 | $1,210,000 | -8.0% | 47,693 | +0.7% | 0.11% | +2.8% |
| Q1 2022 | $1,315,000 | +20.8% | 47,348 | +28.8% | 0.11% | +37.2% |
| Q4 2021 | $1,089,000 | +32.6% | 36,772 | +36.6% | 0.08% | +11.4% |
| Q3 2021 | $821,000 | -14.9% | 26,922 | -8.3% | 0.07% | -17.6% |
| Q2 2021 | $965,000 | +19.6% | 29,351 | +15.6% | 0.08% | -1.2% |
| Q1 2021 | $807,000 | -13.8% | 25,400 | -16.8% | 0.09% | -33.3% |
| Q4 2020 | $936,000 | -5.7% | 30,528 | -17.7% | 0.13% | -46.7% |
| Q3 2020 | $993,000 | +18.2% | 37,091 | +7.5% | 0.24% | -6.2% |
| Q2 2020 | $840,000 | +37.7% | 34,514 | +17.1% | 0.26% | -40.3% |
| Q1 2020 | $610,000 | -78.7% | 29,472 | -71.8% | 0.43% | -73.4% |
| Q4 2019 | $2,865,000 | -0.5% | 104,676 | -8.6% | 1.62% | +47.6% |
| Q3 2019 | $2,878,000 | -13.3% | 114,513 | -9.5% | 1.10% | -16.8% |
| Q2 2019 | $3,319,000 | +819.4% | 126,473 | +812.3% | 1.32% | +579.0% |
| Q1 2019 | $361,000 | – | 13,863 | – | 0.20% | – |
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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% |