SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 22 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $563,500 | -0.1% | 23,538 | +2.7% | 0.24% | 0.0% |
Q2 2023 | $564,323 | +109690.5% | 22,912 | +9.3% | 0.24% | +0.4% |
Q1 2023 | $514 | +2.0% | 20,965 | -1.6% | 0.23% | -4.1% |
Q4 2022 | $504 | -99.9% | 21,304 | +16.5% | 0.24% | -25.6% |
Q3 2022 | $410,000 | -39.2% | 18,285 | -31.2% | 0.33% | +17.6% |
Q2 2022 | $674,000 | +159.2% | 26,573 | +184.0% | 0.28% | +179.0% |
Q1 2022 | $260,000 | -13.9% | 9,357 | -8.4% | 0.10% | -24.2% |
Q4 2021 | $302,000 | +1.3% | 10,212 | +4.3% | 0.13% | -3.6% |
Q3 2021 | $298,000 | -6.3% | 9,790 | +1.1% | 0.14% | -10.5% |
Q2 2021 | $318,000 | +23.7% | 9,682 | +19.7% | 0.15% | +30.8% |
Q1 2021 | $257,000 | +11.7% | 8,086 | +7.4% | 0.12% | +10.4% |
Q4 2020 | $230,000 | +32.9% | 7,529 | +16.4% | 0.11% | +9.3% |
Q3 2020 | $173,000 | +21.8% | 6,469 | +11.1% | 0.10% | +10.2% |
Q2 2020 | $142,000 | -24.5% | 5,823 | -15.3% | 0.09% | -27.9% |
Q4 2019 | $188,000 | – | 6,874 | – | 0.12% | – |
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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% |