SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 2.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $212,785,000 | +91617.7% | 8,384 | +0.3% | 0.02% | +6.7% |
| Q1 2022 | $232,000 | -7.9% | 8,363 | -1.8% | 0.02% | -6.2% |
| Q4 2021 | $252,000 | -29.6% | 8,515 | -27.6% | 0.02% | -36.0% |
| Q3 2021 | $358,000 | -8.7% | 11,757 | -1.6% | 0.02% | -19.4% |
| Q2 2021 | $392,000 | +2.6% | 11,947 | -0.7% | 0.03% | -3.1% |
| Q1 2021 | $382,000 | -23.4% | 12,035 | -26.2% | 0.03% | -41.8% |
| Q4 2020 | $499,000 | – | 16,299 | – | 0.06% | – |
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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% |