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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $757,017 | -5.1% | 31,621 | -2.8% | 0.32% | -2.7% |
| Q2 2023 | $797,823 | -1.3% | 32,520 | -1.3% | 0.33% | -9.1% |
| Q1 2023 | $808,087 | -0.5% | 32,956 | -3.9% | 0.36% | -11.0% |
| Q4 2022 | $811,879 | -35.3% | 34,300 | -38.7% | 0.41% | -41.2% |
| Q3 2022 | $1,254,000 | -19.0% | 55,955 | -8.3% | 0.69% | -26.2% |
| Q2 2022 | $1,548,000 | -18.4% | 61,013 | -10.7% | 0.94% | -14.2% |
| Q1 2022 | $1,898,000 | -5.1% | 68,325 | +1.1% | 1.10% | -9.2% |
| Q4 2021 | $2,001,000 | +39.7% | 67,553 | +43.8% | 1.21% | +23.1% |
| Q3 2021 | $1,432,000 | +1.6% | 46,992 | +9.5% | 0.98% | +1.1% |
| Q2 2021 | $1,410,000 | +2.0% | 42,901 | -1.5% | 0.97% | -20.1% |
| Q1 2021 | $1,383,000 | +2.6% | 43,538 | -1.0% | 1.21% | -2.4% |
| Q4 2020 | $1,348,000 | – | 43,960 | – | 1.24% | – |
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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% |