SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 671 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $224,000 | +6.7% | 7,095 | +10.9% | 0.18% | +27.5% |
| Q2 2021 | $210,000 | -5.0% | 6,398 | -7.8% | 0.14% | -13.2% |
| Q1 2021 | $221,000 | -3.1% | 6,943 | -6.9% | 0.16% | -11.2% |
| Q4 2020 | $228,000 | -3.4% | 7,455 | -15.5% | 0.18% | -17.1% |
| Q3 2020 | $236,000 | -10.3% | 8,827 | -11.8% | 0.22% | -15.0% |
| Q2 2020 | $263,000 | -69.9% | 10,003 | -75.5% | 0.25% | -72.9% |
| Q1 2020 | $874,000 | -19.6% | 40,749 | +4.5% | 0.94% | -12.0% |
| Q4 2019 | $1,087,000 | -3.5% | 38,993 | -11.5% | 1.06% | -11.2% |
| Q3 2019 | $1,127,000 | -21.1% | 44,075 | -18.3% | 1.20% | -20.2% |
| Q2 2019 | $1,428,000 | +4.0% | 53,931 | +4.8% | 1.50% | +1.8% |
| Q1 2019 | $1,373,000 | +7.3% | 51,459 | +0.7% | 1.47% | -4.5% |
| Q4 2018 | $1,279,000 | – | 51,098 | – | 1.54% | – |
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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% |