SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 690 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 1.63 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,616,706 | -19.1% | 192,845 | -16.8% | 0.42% | -12.2% |
| Q2 2023 | $5,707,901 | -1.6% | 231,746 | -2.1% | 0.48% | -5.7% |
| Q1 2023 | $5,801,569 | -7.9% | 236,606 | -1.5% | 0.51% | -6.6% |
| Q4 2022 | $6,297,109 | +14.5% | 240,256 | -2.1% | 0.55% | -3.5% |
| Q3 2022 | $5,499,000 | -15.8% | 245,498 | -4.6% | 0.57% | -11.1% |
| Q2 2022 | $6,533,000 | -12.9% | 257,408 | -4.7% | 0.64% | -1.8% |
| Q1 2022 | $7,497,000 | -3.7% | 270,000 | +2.8% | 0.65% | -1.5% |
| Q4 2021 | $7,782,000 | +0.4% | 262,755 | +3.3% | 0.66% | -5.7% |
| Q3 2021 | $7,749,000 | -3.9% | 254,239 | +3.6% | 0.70% | -6.3% |
| Q2 2021 | $8,066,000 | +6.7% | 245,337 | +3.1% | 0.75% | -0.3% |
| Q1 2021 | $7,563,000 | +309.9% | 238,004 | +295.3% | 0.75% | +168.5% |
| Q4 2020 | $1,845,000 | -69.7% | 60,205 | -73.6% | 0.28% | -61.6% |
| Q3 2020 | $6,095,000 | -99.9% | 227,780 | -1.6% | 0.73% | +2.0% |
| Q2 2020 | $5,637,343,000 | +114503.4% | 231,513 | -2.6% | 0.71% | -4.6% |
| Q1 2020 | $4,919,000 | -21.3% | 237,776 | +4.1% | 0.75% | -7.4% |
| Q4 2019 | $6,248,000 | +7.9% | 228,311 | -0.9% | 0.81% | +0.7% |
| Q3 2019 | $5,791,000 | +2.1% | 230,447 | +6.6% | 0.80% | +0.9% |
| Q2 2019 | $5,673,000 | -2.3% | 216,223 | -3.1% | 0.79% | -7.0% |
| Q1 2019 | $5,804,000 | – | 223,149 | – | 0.85% | – |
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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% |