SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 671 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,532 | -21.1% | 11,008 | -18.8% | 0.22% | -32.2% |
| Q2 2023 | $333,958 | -5.2% | 13,559 | -5.6% | 0.32% | -10.0% |
| Q1 2023 | $352,156 | +3.4% | 14,362 | -0.2% | 0.36% | +22.9% |
| Q4 2022 | $340,588 | +6.4% | 14,389 | +0.6% | 0.29% | -3.0% |
| Q3 2022 | $320,000 | -15.6% | 14,308 | -4.2% | 0.30% | -23.4% |
| Q2 2022 | $379,000 | -18.5% | 14,941 | -10.8% | 0.39% | +10.1% |
| Q1 2022 | $465,000 | -4.1% | 16,746 | +2.2% | 0.36% | -32.9% |
| Q4 2021 | $485,000 | -4.9% | 16,385 | -2.0% | 0.53% | -7.8% |
| Q3 2021 | $510,000 | -10.4% | 16,716 | -3.4% | 0.58% | +20.2% |
| Q2 2021 | $569,000 | -6.7% | 17,300 | -9.9% | 0.48% | -12.9% |
| Q1 2021 | $610,000 | – | 19,196 | – | 0.55% | – |
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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% |