SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 216 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $203,000 | -25.9% | 9,050 | -16.2% | 0.06% | -21.4% |
Q2 2022 | $274,000 | -38.0% | 10,794 | -27.7% | 0.07% | -22.2% |
Q4 2021 | $442,000 | -88.4% | 14,928 | -90.5% | 0.09% | -93.7% |
Q2 2020 | $3,810,000 | +28.9% | 156,473 | +9.5% | 1.43% | +8.8% |
Q1 2020 | $2,955,000 | -17.2% | 142,840 | +9.6% | 1.31% | +3.5% |
Q4 2019 | $3,569,000 | +19.2% | 130,385 | +9.4% | 1.27% | +10.4% |
Q3 2019 | $2,994,000 | +14.2% | 119,129 | +19.3% | 1.15% | +7.3% |
Q2 2019 | $2,621,000 | +24.2% | 99,877 | +23.1% | 1.07% | +16.1% |
Q1 2019 | $2,110,000 | +10.2% | 81,115 | -0.3% | 0.92% | +0.9% |
Q4 2018 | $1,914,000 | -3.0% | 81,335 | +6.0% | 0.91% | +7.4% |
Q3 2018 | $1,973,000 | +8.2% | 76,730 | +9.0% | 0.85% | +2.0% |
Q2 2018 | $1,823,000 | +4.8% | 70,406 | +16.1% | 0.83% | +4.8% |
Q1 2018 | $1,740,000 | +24.1% | 60,626 | +20.8% | 0.80% | +26.3% |
Q4 2017 | $1,402,000 | +25.2% | 50,182 | +20.6% | 0.63% | +17.5% |
Q3 2017 | $1,120,000 | +103.3% | 41,623 | +81.1% | 0.54% | +71.2% |
Q1 2017 | $551,000 | +48.9% | 22,982 | +34.1% | 0.31% | +39.1% |
Q4 2016 | $370,000 | 0.0% | 17,139 | +6.8% | 0.22% | -1.7% |
Q3 2016 | $370,000 | +11.1% | 16,041 | +2.4% | 0.23% | -11.9% |
Q2 2016 | $333,000 | -6.5% | 15,662 | -8.6% | 0.26% | -8.1% |
Q1 2016 | $356,000 | +6.6% | 17,137 | +0.2% | 0.28% | +4.8% |
Q4 2015 | $334,000 | -8.5% | 17,100 | -5.2% | 0.27% | -14.3% |
Q3 2015 | $365,000 | -15.9% | 18,034 | +2.0% | 0.32% | -14.6% |
Q2 2015 | $434,000 | +1.4% | 17,673 | +0.5% | 0.37% | +0.8% |
Q1 2015 | $428,000 | +13.5% | 17,577 | +11.3% | 0.37% | +13.7% |
Q4 2014 | $377,000 | – | 15,791 | – | 0.32% | – |
Download |
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% |