SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 2.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $9,675,000 | +3.5% | 326,642 | +6.5% | 1.42% | -7.8% |
| Q3 2021 | $9,345,000 | -7.0% | 306,599 | +0.3% | 1.54% | -9.3% |
| Q2 2021 | $10,052,000 | +6.2% | 305,708 | +2.6% | 1.70% | -4.9% |
| Q1 2021 | $9,466,000 | +0.8% | 297,857 | -2.8% | 1.79% | -6.8% |
| Q4 2020 | $9,395,000 | +11.4% | 306,518 | -2.8% | 1.92% | -3.9% |
| Q3 2020 | $8,437,000 | +3.1% | 315,299 | -6.2% | 2.00% | -5.8% |
| Q2 2020 | $8,182,000 | – | 336,034 | – | 2.12% | – |
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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% |