SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.63 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,257,957 | -7.0% | 52,546 | -4.4% | 0.02% | -4.3% |
Q2 2023 | $1,353,070 | +98808.6% | 54,936 | -1.6% | 0.02% | -17.9% |
Q1 2023 | $1,368 | +114.4% | 55,810 | +107.2% | 0.03% | +64.7% |
Q4 2022 | $638 | -99.9% | 26,939 | -2.3% | 0.02% | -15.0% |
Q3 2022 | $618,000 | -68.7% | 27,575 | -64.5% | 0.02% | -67.2% |
Q2 2022 | $1,974,000 | +628.4% | 77,765 | +697.6% | 0.06% | +662.5% |
Q1 2022 | $271,000 | -1.8% | 9,750 | +4.6% | 0.01% | 0.0% |
Q4 2021 | $276,000 | -2.8% | 9,320 | -0.0% | 0.01% | -11.1% |
Q3 2021 | $284,000 | -4.4% | 9,321 | +3.2% | 0.01% | -18.2% |
Q2 2021 | $297,000 | +37.5% | 9,031 | +32.6% | 0.01% | +22.2% |
Q1 2021 | $216,000 | – | 6,809 | – | 0.01% | – |
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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% |