SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $429,436 | -6.5% | 17,938 | -3.8% | 0.29% | +11.6% |
| Q2 2023 | $459,079 | -2.5% | 18,639 | -2.9% | 0.26% | -7.9% |
| Q1 2023 | $470,784 | +3.6% | 19,200 | 0.0% | 0.28% | -2.4% |
| Q4 2022 | $454,464 | +119.5% | 19,200 | +107.6% | 0.29% | +93.9% |
| Q3 2022 | $207,000 | -21.3% | 9,247 | -10.9% | 0.15% | -14.0% |
| Q2 2022 | $263,000 | +11.9% | 10,381 | +22.5% | 0.17% | +28.4% |
| Q1 2022 | $235,000 | -6.4% | 8,476 | 0.0% | 0.13% | -6.9% |
| Q4 2021 | $251,000 | -3.5% | 8,476 | +7.0% | 0.14% | -10.6% |
| Q3 2021 | $260,000 | 0.0% | 7,919 | 0.0% | 0.16% | +0.6% |
| Q2 2021 | $260,000 | +4.0% | 7,919 | +0.5% | 0.16% | -0.6% |
| Q1 2021 | $250,000 | -2.7% | 7,881 | -6.2% | 0.16% | -2.4% |
| Q4 2020 | $257,000 | – | 8,400 | – | 0.16% | – |
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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% |