SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $463,735 | -2.8% | 19,371 | 0.0% | 0.44% | +2.6% |
| Q2 2023 | $477,100 | +0.5% | 19,371 | +0.0% | 0.43% | -5.7% |
| Q1 2023 | $474,923 | +3.6% | 19,369 | 0.0% | 0.46% | -3.0% |
| Q4 2022 | $458,459 | +8.9% | 19,369 | +3.0% | 0.47% | -4.1% |
| Q3 2022 | $421,000 | -12.5% | 18,798 | -0.9% | 0.49% | -7.2% |
| Q2 2022 | $481,000 | -8.6% | 18,960 | +0.0% | 0.53% | +10.7% |
| Q1 2022 | $526,000 | -6.9% | 18,959 | -0.5% | 0.48% | -6.3% |
| Q4 2021 | $565,000 | – | 19,059 | – | 0.51% | – |
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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% |