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 | $25,649 | -59.9% | 1,107 | -57.3% | 0.00% | 0.0% |
| Q2 2023 | $63,890 | +135.4% | 2,594 | +134.3% | 0.00% | 0.0% |
| Q1 2023 | $27,144 | -96.1% | 1,107 | -96.2% | 0.00% | -92.3% |
| Q4 2022 | $692,701 | +83.7% | 29,265 | +73.8% | 0.01% | +62.5% |
| Q3 2022 | $377,000 | -11.7% | 16,840 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $427,000 | -8.8% | 16,840 | +0.0% | 0.01% | 0.0% |
| Q1 2022 | $468,000 | -14.4% | 16,835 | -8.9% | 0.01% | 0.0% |
| Q4 2021 | $547,000 | -3.0% | 18,470 | -0.2% | 0.01% | -20.0% |
| Q3 2021 | $564,000 | -3.9% | 18,505 | +0.2% | 0.01% | -9.1% |
| Q1 2021 | $587,000 | -2.7% | 18,475 | -6.1% | 0.01% | -8.3% |
| Q4 2020 | $603,000 | +14.0% | 19,675 | -0.6% | 0.01% | 0.0% |
| Q3 2020 | $529,000 | +18.1% | 19,788 | +7.7% | 0.01% | +9.1% |
| Q2 2020 | $448,000 | +100.9% | 18,378 | +70.2% | 0.01% | +83.3% |
| Q1 2020 | $223,000 | +7.2% | 10,797 | +34.9% | 0.01% | 0.0% |
| Q2 2018 | $208,000 | +37.7% | 8,004 | +42.8% | 0.01% | +50.0% |
| Q3 2017 | $151,000 | – | 5,605 | – | 0.00% | – |
Download | ||||||
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% |