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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,806 | +98.8% | 232,321 | +95.0% | 0.14% | +0.7% |
| Q1 2023 | $2,921 | +5.9% | 119,161 | +2.3% | 0.14% | -5.3% |
| Q4 2022 | $2,759 | -99.9% | 116,522 | -0.3% | 0.15% | -3.2% |
| Q3 2022 | $2,618,000 | -10.6% | 116,901 | +1.3% | 0.16% | -1.3% |
| Q2 2022 | $2,929,000 | -9.0% | 115,404 | -0.4% | 0.16% | -4.8% |
| Q1 2022 | $3,219,000 | -4.3% | 115,908 | +2.0% | 0.17% | +0.6% |
| Q4 2021 | $3,365,000 | -8.0% | 113,594 | -5.3% | 0.17% | -22.8% |
| Q3 2021 | $3,658,000 | -0.3% | 120,013 | +7.5% | 0.22% | -5.3% |
| Q2 2021 | $3,670,000 | +26.5% | 111,615 | +22.2% | 0.23% | +3.2% |
| Q1 2021 | $2,902,000 | +22.1% | 91,328 | +17.8% | 0.22% | +11.7% |
| Q4 2020 | $2,376,000 | +28.8% | 77,524 | +12.4% | 0.20% | -23.0% |
| Q3 2020 | $1,845,000 | +69.4% | 68,948 | +54.2% | 0.26% | +51.5% |
| Q2 2020 | $1,089,000 | +27.2% | 44,700 | +8.1% | 0.17% | +3.0% |
| Q1 2020 | $856,000 | +221.8% | 41,366 | +303.9% | 0.16% | +137.7% |
| Q1 2019 | $266,000 | – | 10,241 | – | 0.07% | – |
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% |