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 | $501,447 | -2.8% | 20,946 | 0.0% | 0.22% | +5.4% |
| Q2 2023 | $515,900 | +0.4% | 20,946 | -0.0% | 0.20% | -5.6% |
| Q1 2023 | $513,841 | +3.6% | 20,956 | 0.0% | 0.22% | -4.0% |
| Q4 2022 | $496,029 | -6.9% | 20,956 | -12.0% | 0.22% | -15.7% |
| Q3 2022 | $533,000 | -12.6% | 23,816 | -0.9% | 0.27% | -7.6% |
| Q2 2022 | $610,000 | +3.7% | 24,034 | +13.5% | 0.29% | +14.7% |
| Q1 2022 | $588,000 | -4.9% | 21,174 | +1.5% | 0.25% | -21.5% |
| Q4 2021 | $618,000 | -2.8% | 20,862 | -0.0% | 0.32% | -10.6% |
| Q3 2021 | $636,000 | -7.3% | 20,866 | 0.0% | 0.36% | -4.5% |
| Q2 2021 | $686,000 | +3.5% | 20,866 | 0.0% | 0.38% | -10.3% |
| Q1 2021 | $663,000 | -1.2% | 20,866 | -4.7% | 0.42% | -6.9% |
| Q4 2020 | $671,000 | +13.0% | 21,895 | -1.3% | 0.45% | -3.8% |
| Q3 2020 | $594,000 | +7.0% | 22,193 | -2.6% | 0.47% | -2.5% |
| Q2 2020 | $555,000 | +24.4% | 22,786 | +5.7% | 0.48% | +7.9% |
| Q1 2020 | $446,000 | -2.6% | 21,552 | +28.8% | 0.44% | +9.9% |
| Q4 2019 | $458,000 | – | 16,734 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 5,289,845 | $134,574,000 | 61.22% |
| VALENTINE VENTURES LLC | 817,105 | $19,226,000 | 24.00% |
| Pension Partners, LLC | 725,448 | $17,070,000 | 19.66% |
| COOPER/HAIMS ADVISORS, LLC | 713,485 | $16,788,000 | 11.59% |
| Holistic Financial Partners | 364,178 | $8,569,000 | 8.93% |
| Live Your Vision, LLC | 1,012,477 | $24,846,000 | 8.35% |
| TOTAL INVESTMENT MANAGEMENT INC | 911,923 | $23,391,000 | 7.41% |
| Signature Financial Management, Inc. | 1,293,148 | $30,429,000 | 7.32% |
| Harborview Advisors, LLC | 254,967 | $5,999,000 | 7.03% |
| Ironwood Wealth Management, LLC. | 302,458 | $7,117,000 | 6.86% |