SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 698 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $326,662 | -4.1% | 13,645 | -1.3% | 0.36% | +1.7% |
| Q2 2023 | $340,584 | -0.9% | 13,828 | -1.4% | 0.35% | -6.1% |
| Q1 2023 | $343,795 | -11.5% | 14,021 | -14.6% | 0.38% | +26.6% |
| Q4 2022 | $388,448 | -2.6% | 16,411 | -7.9% | 0.30% | -8.0% |
| Q3 2022 | $399,000 | -30.4% | 17,819 | -21.1% | 0.32% | -28.5% |
| Q2 2022 | $573,000 | -3.4% | 22,594 | +5.8% | 0.45% | +11.3% |
| Q1 2022 | $593,000 | +20.8% | 21,363 | +28.8% | 0.41% | +37.2% |
| Q4 2021 | $491,000 | -3.5% | 16,590 | -0.7% | 0.30% | -14.0% |
| Q3 2021 | $509,000 | -7.3% | 16,700 | -0.0% | 0.34% | -12.5% |
| Q2 2021 | $549,000 | – | 16,707 | – | 0.39% | – |
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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% |