SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 22 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,778,789 | +6.3% | 241,386 | +9.4% | 2.71% | +5.3% |
| Q2 2023 | $5,436,434 | +16.0% | 220,724 | +15.5% | 2.58% | +6.3% |
| Q1 2023 | $4,687,440 | +16.3% | 191,168 | +12.2% | 2.42% | +10.6% |
| Q4 2022 | $4,031,996 | +48.2% | 170,342 | +40.2% | 2.19% | +35.6% |
| Q3 2022 | $2,721,000 | -11.3% | 121,480 | +0.5% | 1.62% | -6.2% |
| Q2 2022 | $3,067,000 | -3.7% | 120,853 | +5.4% | 1.72% | -5.4% |
| Q1 2022 | $3,184,000 | -8.8% | 114,652 | -2.7% | 1.82% | -12.2% |
| Q4 2021 | $3,490,000 | – | 117,838 | – | 2.07% | – |
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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% |