SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 677 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $356,231 | -4.6% | 13,412 | -9.3% | 0.01% | -7.1% |
Q1 2024 | $373,429 | +0.5% | 14,789 | -1.4% | 0.01% | -6.7% |
Q4 2023 | $371,658 | +1.0% | 14,992 | -2.4% | 0.02% | -16.7% |
Q3 2023 | $367,906 | -3.1% | 15,368 | -0.3% | 0.02% | +5.9% |
Q2 2023 | $379,506 | +76.5% | 15,408 | +60.2% | 0.02% | +30.8% |
Q3 2022 | $215,000 | -11.9% | 9,620 | 0.0% | 0.01% | -7.1% |
Q2 2022 | $244,000 | -8.6% | 9,620 | +0.0% | 0.01% | +7.7% |
Q1 2022 | $267,000 | -37.0% | 9,617 | -32.9% | 0.01% | -38.1% |
Q4 2021 | $424,000 | +68.9% | 14,323 | +87.3% | 0.02% | +50.0% |
Q2 2021 | $251,000 | +8.2% | 7,646 | +4.9% | 0.01% | 0.0% |
Q1 2021 | $232,000 | +6.4% | 7,290 | +2.4% | 0.01% | -6.7% |
Q4 2020 | $218,000 | +1182.4% | 7,120 | +1010.8% | 0.02% | +114.3% |
Q1 2013 | $17,000 | – | 641 | – | 0.01% | – |
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% |