SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $285,414 | -2.1% | 11,922 | +0.8% | 0.14% | +2.1% |
| Q2 2023 | $291,424 | +0.6% | 11,832 | +0.2% | 0.14% | -5.3% |
| Q1 2023 | $289,551 | +3.6% | 11,809 | -0.0% | 0.15% | -5.7% |
| Q4 2022 | $279,537 | +8.3% | 11,810 | +2.4% | 0.16% | -1.9% |
| Q3 2022 | $258,000 | -0.4% | 11,537 | +12.0% | 0.16% | +9.5% |
| Q2 2022 | $259,000 | -6.2% | 10,304 | -2.0% | 0.15% | -1.3% |
| Q1 2022 | $276,000 | -9.2% | 10,518 | +5.8% | 0.15% | -6.2% |
| Q4 2021 | $304,000 | -2.3% | 9,945 | +1.4% | 0.16% | 0.0% |
| Q3 2021 | $311,000 | +4.4% | 9,805 | +2.7% | 0.16% | -1.8% |
| Q2 2021 | $298,000 | +16.0% | 9,548 | +19.1% | 0.16% | +10.1% |
| Q1 2021 | $257,000 | – | 8,017 | – | 0.15% | – |
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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% |