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 | $290,907 | -0.0% | 12,152 | +2.9% | 0.01% | 0.0% |
Q2 2023 | $291,004 | -25.9% | 11,815 | -26.2% | 0.01% | -26.7% |
Q1 2023 | $392,666 | +276425.4% | 16,014 | +166.5% | 0.02% | +87.5% |
Q4 2022 | $142 | -98.7% | 6,010 | +1099.6% | 0.01% | +700.0% |
Q3 2022 | $11,000 | -96.7% | 501 | -96.1% | 0.00% | -92.9% |
Q2 2022 | $329,000 | -44.1% | 12,958 | -38.9% | 0.01% | -12.5% |
Q1 2022 | $589,000 | +24.8% | 21,206 | +33.0% | 0.02% | +60.0% |
Q4 2021 | $472,000 | +12.9% | 15,941 | +16.2% | 0.01% | -9.1% |
Q3 2021 | $418,000 | -12.6% | 13,715 | -5.6% | 0.01% | -15.4% |
Q2 2021 | $478,000 | +592.8% | 14,525 | +5.9% | 0.01% | +550.0% |
Q1 2021 | $69,000 | – | 13,713 | – | 0.00% | – |
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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% |