SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 676 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $891,749 | +16.3% | 35,972 | +12.3% | 0.01% | 0.0% |
| Q3 2023 | $766,824 | +5.2% | 32,031 | +8.3% | 0.01% | +9.1% |
| Q2 2023 | $728,705 | +4.4% | 29,586 | +3.9% | 0.01% | -8.3% |
| Q1 2023 | $697,988 | +8.6% | 28,466 | +4.8% | 0.01% | 0.0% |
| Q4 2022 | $642,831 | +30.9% | 27,158 | +24.0% | 0.01% | -7.7% |
| Q3 2022 | $491,000 | +3.6% | 21,907 | +17.3% | 0.01% | +18.2% |
| Q2 2022 | $474,000 | -9.4% | 18,684 | -0.7% | 0.01% | +10.0% |
| Q1 2022 | $523,000 | -8.4% | 18,817 | -2.4% | 0.01% | -16.7% |
| Q4 2021 | $571,000 | -6.1% | 19,276 | -3.3% | 0.01% | 0.0% |
| Q3 2021 | $608,000 | +2.7% | 19,939 | +10.7% | 0.01% | -14.3% |
| Q2 2021 | $592,000 | +4128.6% | 18,009 | +3396.9% | 0.01% | +1300.0% |
| Q1 2019 | $14,000 | – | 515 | – | 0.00% | – |
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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% |