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 2022 | $2,000 | -99.4% | 63 | -99.4% | 0.00% | -99.4% |
| Q2 2021 | $344,000 | +2.7% | 10,473 | -0.6% | 0.16% | -11.4% |
| Q1 2021 | $335,000 | +90.3% | 10,533 | +83.6% | 0.18% | +90.7% |
| Q4 2020 | $176,000 | +5766.7% | 5,737 | +5814.4% | 0.10% | +4750.0% |
| Q3 2020 | $3,000 | +50.0% | 97 | 0.0% | 0.00% | +100.0% |
| Q2 2020 | $2,000 | -50.0% | 97 | -53.8% | 0.00% | -66.7% |
| Q1 2020 | $4,000 | – | 210 | – | 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% |