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 | $873,197 | +9.2% | 36,474 | +12.3% | 0.56% | +13.1% |
| Q2 2023 | $799,672 | +2.3% | 32,467 | +1.8% | 0.50% | -0.4% |
| Q1 2023 | $781,894 | +5.7% | 31,888 | +2.0% | 0.50% | -5.3% |
| Q4 2022 | $740,043 | +1.2% | 31,265 | -4.2% | 0.53% | -12.9% |
| Q3 2022 | $731,000 | -17.5% | 32,647 | -6.5% | 0.60% | -21.9% |
| Q2 2022 | $886,000 | -8.5% | 34,902 | +0.1% | 0.78% | +0.1% |
| Q1 2022 | $968,000 | -1.5% | 34,875 | +5.1% | 0.77% | +5.0% |
| Q4 2021 | $983,000 | -0.8% | 33,190 | +2.1% | 0.74% | -10.4% |
| Q3 2021 | $991,000 | -4.4% | 32,503 | +3.1% | 0.82% | -3.7% |
| Q2 2021 | $1,037,000 | +3.5% | 31,540 | +0.1% | 0.86% | -7.8% |
| Q1 2021 | $1,002,000 | +5.3% | 31,518 | +1.4% | 0.93% | -14.7% |
| Q4 2020 | $952,000 | – | 31,068 | – | 1.09% | – |
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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% |