SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 643 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,707 | -2.8% | 489 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $12,045 | +0.0% | 489 | -0.4% | 0.00% | 0.0% |
Q1 2023 | $12,040 | +1.5% | 491 | -2.0% | 0.00% | 0.0% |
Q4 2022 | $11,859 | +7.8% | 501 | +0.4% | 0.00% | 0.0% |
Q3 2022 | $11,000 | -45.0% | 499 | -36.1% | 0.00% | -40.0% |
Q2 2022 | $20,000 | -74.4% | 781 | -72.2% | 0.01% | -72.2% |
Q1 2022 | $78,000 | -48.7% | 2,806 | -45.2% | 0.02% | -47.1% |
Q4 2021 | $152,000 | -87.8% | 5,125 | -87.5% | 0.03% | -88.4% |
Q3 2021 | $1,245,000 | -7.5% | 40,842 | -0.2% | 0.29% | -6.7% |
Q2 2021 | $1,346,000 | +7.3% | 40,943 | +3.8% | 0.32% | +2.6% |
Q1 2021 | $1,254,000 | +2.2% | 39,451 | -1.4% | 0.31% | -10.8% |
Q4 2020 | $1,227,000 | +13.4% | 40,017 | -1.1% | 0.34% | -5.2% |
Q3 2020 | $1,082,000 | +6.6% | 40,450 | -3.0% | 0.36% | -1.1% |
Q2 2020 | $1,015,000 | +95.2% | 41,693 | +66.0% | 0.37% | +60.3% |
Q1 2020 | $520,000 | -13.6% | 25,115 | +14.2% | 0.23% | +2.7% |
Q4 2019 | $602,000 | +12.7% | 21,988 | +3.5% | 0.22% | +10.4% |
Q3 2019 | $534,000 | -5.0% | 21,240 | -0.8% | 0.20% | -3.8% |
Q2 2019 | $562,000 | +0.7% | 21,412 | -0.2% | 0.21% | -3.2% |
Q1 2019 | $558,000 | +15.5% | 21,456 | +4.6% | 0.22% | -3.6% |
Q4 2018 | $483,000 | -18.4% | 20,516 | -11.0% | 0.22% | -2.6% |
Q3 2018 | $592,000 | +0.9% | 23,045 | +1.7% | 0.23% | -5.7% |
Q2 2018 | $587,000 | -5.9% | 22,664 | +4.2% | 0.24% | -11.9% |
Q1 2018 | $624,000 | +14.5% | 21,759 | +11.5% | 0.28% | +13.9% |
Q4 2017 | $545,000 | +21.9% | 19,516 | +17.4% | 0.24% | +17.9% |
Q3 2017 | $447,000 | +24.9% | 16,618 | +15.2% | 0.21% | +20.3% |
Q2 2017 | $358,000 | +17.8% | 14,425 | +13.6% | 0.17% | +12.4% |
Q1 2017 | $304,000 | +29.9% | 12,695 | +17.0% | 0.15% | +6.2% |
Q4 2016 | $234,000 | – | 10,846 | – | 0.14% | – |
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% |