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 | $16,471 | -61.1% | 688 | -60.0% | 0.00% | -63.6% |
| Q2 2023 | $42,388 | +0.4% | 1,721 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $42,199 | +5.7% | 1,721 | +2.0% | 0.01% | 0.0% |
| Q4 2022 | $39,931 | +14.1% | 1,687 | +9.0% | 0.01% | 0.0% |
| Q3 2022 | $35,000 | -10.3% | 1,548 | 0.0% | 0.01% | -8.3% |
| Q2 2022 | $39,000 | -7.1% | 1,548 | +2.7% | 0.01% | 0.0% |
| Q1 2022 | $42,000 | -6.7% | 1,507 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $45,000 | -2.2% | 1,507 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $46,000 | +35.3% | 1,507 | +45.9% | 0.02% | +33.3% |
| Q2 2021 | $34,000 | +3.0% | 1,033 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $33,000 | +3.1% | 1,033 | 0.0% | 0.01% | -7.7% |
| Q4 2020 | $32,000 | +14.3% | 1,033 | 0.0% | 0.01% | -7.1% |
| Q3 2020 | $28,000 | +12.0% | 1,033 | 0.0% | 0.01% | +7.7% |
| Q2 2020 | $25,000 | +19.0% | 1,033 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $21,000 | -25.0% | 1,033 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $28,000 | +7.7% | 1,033 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $26,000 | – | 1,033 | – | 0.01% | – |
Download | ||||||
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% |