SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 164 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $409,116 | +3.6% | 16,685 | -0.0% | 0.02% | 0.0% |
| Q4 2022 | $395,076 | -13.0% | 16,691 | -17.6% | 0.02% | -13.6% |
| Q3 2022 | $454,000 | -70.0% | 20,254 | -66.1% | 0.02% | -67.2% |
| Q2 2022 | $1,515,000 | -10.4% | 59,702 | -16.9% | 0.07% | -37.4% |
| Q4 2018 | $1,691,000 | +443.7% | 71,850 | +452.4% | 0.11% | +296.3% |
| Q4 2014 | $311,000 | – | 13,007 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 2,310,263 | $60,090,000 | 27.06% |
| VALENTINE VENTURES LLC | 988,729 | $25,717,000 | 26.55% |
| COOPER/HAIMS ADVISORS, LLC | 750,775 | $19,528,000 | 12.44% |
| B & T Capital Management DBA Alpha Capital Management | 1,143,931 | $29,754,000 | 11.70% |
| Bogart Wealth, LLC | 900,138 | $23,412,000 | 11.29% |
| TOTAL INVESTMENT MANAGEMENT INC | 1,784,548 | $44,400,000 | 10.68% |
| Live Your Vision, LLC | 990,115 | $26,634,000 | 8.08% |
| APPLETON GROUP, LLC | 311,295 | $8,097,000 | 7.80% |
| Northwest Capital Management Inc | 229,443 | $5,967,000 | 7.20% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 375,890 | $9,777,000 | 6.87% |