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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $5,730,000 | +7.7% | 174,275 | +4.3% | 0.63% | +2.1% |
| Q1 2021 | $5,319,000 | +210.0% | 167,122 | +198.6% | 0.62% | +179.7% |
| Q4 2020 | $1,716,000 | +205.9% | 55,972 | +167.0% | 0.22% | +161.2% |
| Q3 2020 | $561,000 | +6.0% | 20,960 | -3.5% | 0.08% | +1.2% |
| Q2 2020 | $529,000 | -7.8% | 21,730 | -21.7% | 0.08% | -20.8% |
| Q1 2020 | $574,000 | -29.3% | 27,760 | -4.0% | 0.11% | -10.2% |
| Q4 2019 | $812,000 | +15.3% | 28,905 | +3.2% | 0.12% | +4.4% |
| Q3 2019 | $704,000 | +11.0% | 28,021 | +16.0% | 0.11% | +5.6% |
| Q2 2019 | $634,000 | +8.4% | 24,150 | +7.4% | 0.11% | +2.9% |
| Q1 2019 | $585,000 | +26.1% | 22,480 | +14.0% | 0.10% | +13.0% |
| Q4 2018 | $464,000 | -9.9% | 19,720 | -1.5% | 0.09% | +8.2% |
| Q3 2018 | $515,000 | – | 20,025 | – | 0.08% | – |
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% |