SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 2.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,512 | +37.7% | 272 | +41.7% | 0.00% | 0.0% |
| Q2 2023 | $4,729 | +14.8% | 192 | +14.3% | 0.00% | 0.0% |
| Q1 2023 | $4,119 | +3.6% | 168 | 0.0% | 0.00% | -50.0% |
| Q4 2022 | $3,977 | -0.6% | 168 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | -98.8% | 168 | -98.7% | 0.00% | -98.7% |
| Q2 2022 | $325,000 | -4.4% | 12,787 | +4.4% | 0.15% | +14.4% |
| Q1 2022 | $340,000 | -0.3% | 12,245 | +6.5% | 0.13% | -11.4% |
| Q4 2021 | $341,000 | +3.0% | 11,501 | +6.0% | 0.15% | -11.3% |
| Q3 2021 | $331,000 | -25.8% | 10,852 | -20.0% | 0.17% | -29.4% |
| Q2 2021 | $446,000 | +14.4% | 13,560 | +10.4% | 0.24% | -8.8% |
| Q1 2021 | $390,000 | +38900.0% | 12,286 | +45403.7% | 0.26% | +26000.0% |
| Q2 2020 | $1,000 | 0.0% | 27 | -48.1% | 0.00% | 0.0% |
| Q1 2020 | $1,000 | -50.0% | 52 | -26.8% | 0.00% | 0.0% |
| Q4 2019 | $2,000 | – | 71 | – | 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% |