SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 2.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2024 | $72,215 | +308.0% | 2,860 | +300.6% | 0.01% | +300.0% |
| Q4 2023 | $17,700 | -42.6% | 714 | -45.2% | 0.00% | -50.0% |
| Q4 2022 | $30,818 | +2981.8% | 1,302 | +2184.2% | 0.00% | – |
| Q3 2022 | $1,000 | -94.1% | 57 | -89.8% | 0.00% | -100.0% |
| Q4 2021 | $17,000 | 0.0% | 560 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $17,000 | -5.6% | 560 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $18,000 | 0.0% | 560 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $18,000 | -75.0% | 560 | -78.7% | 0.01% | -80.0% |
| Q4 2019 | $72,000 | -80.5% | 2,632 | -82.1% | 0.02% | -76.9% |
| Q3 2019 | $370,000 | +3600.0% | 14,741 | +3949.7% | 0.11% | +3500.0% |
| Q2 2019 | $10,000 | -47.4% | 364 | -51.4% | 0.00% | -50.0% |
| Q1 2019 | $19,000 | +171.4% | 749 | +160.1% | 0.01% | +200.0% |
| Q4 2018 | $7,000 | +40.0% | 288 | +60.9% | 0.00% | 0.0% |
| Q3 2018 | $5,000 | – | 179 | – | 0.00% | – |
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% |