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 | $554,905 | -4.0% | 23,179 | -1.2% | 0.18% | -5.1% |
| Q2 2023 | $577,844 | -9.1% | 23,461 | -9.5% | 0.20% | -4.9% |
| Q1 2023 | $635,951 | -25.7% | 25,936 | -28.2% | 0.20% | -29.3% |
| Q4 2022 | $855,528 | +4.7% | 36,144 | -0.9% | 0.29% | -8.2% |
| Q3 2022 | $817,000 | -23.4% | 36,476 | -13.6% | 0.32% | -21.4% |
| Q2 2022 | $1,066,000 | -5.3% | 42,206 | +4.1% | 0.40% | +2.0% |
| Q1 2022 | $1,126,000 | -5.0% | 40,556 | +1.3% | 0.39% | -6.6% |
| Q4 2021 | $1,185,000 | -2.9% | 40,023 | -0.1% | 0.42% | -12.4% |
| Q3 2021 | $1,221,000 | -6.8% | 40,047 | +0.5% | 0.48% | -29.3% |
| Q2 2021 | $1,310,000 | -3.4% | 39,828 | -6.6% | 0.68% | -11.9% |
| Q1 2021 | $1,356,000 | +3.7% | 42,656 | -0.0% | 0.77% | -5.1% |
| Q4 2020 | $1,307,000 | +14.4% | 42,659 | -0.0% | 0.82% | -2.7% |
| Q3 2020 | $1,142,000 | +15.0% | 42,662 | +4.6% | 0.84% | +6.1% |
| Q2 2020 | $993,000 | +219.3% | 40,785 | +171.9% | 0.79% | +156.0% |
| Q1 2020 | $311,000 | – | 15,000 | – | 0.31% | – |
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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% |