SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 633 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $214,000 | -13.0% | 6,629 | -14.2% | 0.15% | -19.3% |
| Q1 2021 | $246,000 | -13.1% | 7,729 | -16.3% | 0.18% | -23.0% |
| Q4 2020 | $283,000 | -38.5% | 9,229 | -47.3% | 0.24% | -45.7% |
| Q1 2019 | $460,000 | -12.2% | 17,503 | -21.2% | 0.43% | -25.5% |
| Q4 2018 | $524,000 | -17.2% | 22,210 | -9.8% | 0.58% | +0.5% |
| Q3 2018 | $633,000 | -0.3% | 24,616 | +0.4% | 0.58% | -6.5% |
| Q2 2018 | $635,000 | – | 24,511 | – | 0.62% | – |
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% |