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 | $489,743 | -29.8% | 20,457 | -27.8% | 0.12% | -37.2% |
| Q2 2023 | $697,967 | -0.7% | 28,338 | -1.1% | 0.19% | -18.0% |
| Q1 2023 | $702,792 | +19.8% | 28,661 | +15.7% | 0.23% | +5.0% |
| Q4 2022 | $586,613 | +52.0% | 24,782 | +43.6% | 0.22% | +54.2% |
| Q3 2022 | $386,000 | +45.7% | 17,253 | +65.0% | 0.14% | +54.8% |
| Q2 2022 | $265,000 | -22.1% | 10,455 | -14.5% | 0.09% | -7.0% |
| Q1 2022 | $340,000 | -9.3% | 12,226 | -3.5% | 0.10% | -7.4% |
| Q4 2021 | $375,000 | – | 12,664 | – | 0.11% | – |
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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% |