REBALANCE, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 689 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
REBALANCE, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$38,067,785
-2.4%
1,590,133
+0.5%
3.70%
+0.1%
Q2 2023$38,987,535
+5.7%
1,582,929
+5.3%
3.70%
+1.4%
Q1 2023$36,871,202
+2.5%
1,503,719
-1.1%
3.65%
-2.3%
Q4 2022$35,971,4591,519,7073.73%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2023
NameSharesValueWeighting ↓
Hamilton Capital, LLC 3,921,569$112,549,00041.50%
COOPER/HAIMS ADVISORS, LLC 579,165$16,622,00014.64%
HARVEST GROUP WEALTH MANAGEMENT, LLC 564,605$16,204,00010.93%
Pacific Edge Advisors, LLC 567,090$16,275,00010.01%
Live Your Vision, LLC 961,064$27,285,0009.23%
Invst, LLC 446,651$12,578,0008.08%
APPLETON GROUP, LLC 240,180$6,893,0007.92%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 327,861$9,410,0007.34%
Emery Howard Portfolio Management, Inc. 1,093,278$31,377,0006.76%
Almanack Investment Partners, LLC. 611,030$17,501,0006.72%
View complete list of SCHWAB STRATEGIC TR shareholders