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 | $201,144 | -9.3% | 8,402 | -6.7% | 0.08% | -10.3% |
| Q2 2023 | $221,719 | -35.2% | 9,002 | -41.0% | 0.09% | -48.8% |
| Q3 2022 | $342,000 | -25.8% | 15,265 | -15.9% | 0.17% | -15.0% |
| Q2 2022 | $461,000 | +6.2% | 18,160 | +16.3% | 0.20% | +20.5% |
| Q1 2022 | $434,000 | -31.9% | 15,620 | -27.3% | 0.17% | -33.9% |
| Q4 2021 | $637,000 | -37.7% | 21,491 | -35.9% | 0.25% | -43.0% |
| Q3 2021 | $1,022,000 | -17.1% | 33,541 | -10.5% | 0.44% | -16.5% |
| Q2 2021 | $1,233,000 | -6.8% | 37,490 | -10.0% | 0.53% | -18.4% |
| Q1 2021 | $1,323,000 | +111.0% | 41,640 | +103.7% | 0.65% | +85.1% |
| Q4 2020 | $627,000 | – | 20,441 | – | 0.35% | – |
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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% |