SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $618,059 | -4.0% | 25,817 | -1.3% | 0.13% | -6.3% |
Q2 2023 | $644,075 | +0.4% | 26,150 | -0.0% | 0.14% | -10.6% |
Q1 2023 | $641,223 | +2.9% | 26,151 | -0.7% | 0.16% | -10.6% |
Q4 2022 | $623,302 | +3.0% | 26,333 | -2.5% | 0.18% | -10.5% |
Q3 2022 | $605,000 | -17.9% | 27,015 | -7.0% | 0.20% | -20.3% |
Q2 2022 | $737,000 | -4.8% | 29,034 | +4.1% | 0.25% | +3.7% |
Q1 2022 | $774,000 | -7.4% | 27,886 | -1.2% | 0.24% | -11.7% |
Q4 2021 | $836,000 | -2.8% | 28,218 | -0.0% | 0.27% | -16.2% |
Q3 2021 | $860,000 | -7.4% | 28,219 | -0.1% | 0.33% | -17.6% |
Q2 2021 | $929,000 | +3.5% | 28,259 | +0.0% | 0.40% | -9.6% |
Q1 2021 | $898,000 | -0.8% | 28,258 | -4.3% | 0.44% | -13.4% |
Q4 2020 | $905,000 | – | 29,535 | – | 0.51% | – |
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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% |