SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 689 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,079 | -4.0% | 1,340 | -1.3% | 0.03% | -3.2% |
| Q2 2023 | $33,422 | -82.2% | 1,357 | -82.2% | 0.03% | -82.8% |
| Q1 2023 | $187,286 | -13.3% | 7,638 | -16.3% | 0.18% | -15.5% |
| Q4 2022 | $216,109 | -6.0% | 9,130 | -10.9% | 0.21% | -18.1% |
| Q3 2022 | $230,000 | -11.2% | 10,249 | +0.5% | 0.26% | -6.8% |
| Q2 2022 | $259,000 | -8.2% | 10,196 | +0.3% | 0.28% | -0.4% |
| Q1 2022 | $282,000 | -8.7% | 10,170 | -2.4% | 0.28% | -5.7% |
| Q4 2021 | $309,000 | – | 10,423 | – | 0.30% | – |
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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% |