SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 706 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,641,723 | -4.8% | 110,348 | -2.0% | 0.39% | -9.3% |
| Q2 2023 | $2,773,748 | -12.5% | 112,617 | -12.9% | 0.43% | -17.1% |
| Q1 2023 | $3,170,697 | -52.5% | 129,311 | -51.7% | 0.52% | -8.9% |
| Q4 2022 | $6,675,554 | +119.7% | 267,958 | +97.5% | 0.57% | -5.8% |
| Q3 2022 | $3,039,000 | +59.4% | 135,658 | +80.6% | 0.61% | +72.6% |
| Q2 2022 | $1,906,000 | +13514.3% | 75,110 | +16122.5% | 0.35% | +11600.0% |
| Q4 2020 | $14,000 | +16.7% | 463 | -0.2% | 0.00% | 0.0% |
| Q3 2020 | $12,000 | – | 464 | – | 0.00% | – |
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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% |