SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 712 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $56,308 | +3.5% | 2,120 | -1.6% | 0.04% | +6.1% |
| Q1 2024 | $54,389 | +1.2% | 2,154 | -0.6% | 0.03% | -5.7% |
| Q4 2023 | $53,745 | -81.3% | 2,168 | -84.8% | 0.04% | -86.5% |
| Q3 2015 | $288,000 | -10.0% | 14,265 | +9.5% | 0.26% | -6.8% |
| Q2 2015 | $320,000 | -4.2% | 13,032 | -5.0% | 0.28% | -1.8% |
| Q1 2015 | $334,000 | +15.2% | 13,722 | +13.1% | 0.28% | +15.0% |
| Q4 2014 | $290,000 | -6.1% | 12,136 | -0.3% | 0.25% | -6.5% |
| Q3 2014 | $309,000 | -3.1% | 12,176 | -0.7% | 0.26% | +1.9% |
| Q2 2014 | $319,000 | +11.9% | 12,268 | +4.6% | 0.26% | +7.1% |
| Q1 2014 | $285,000 | +15.4% | 11,732 | +16.9% | 0.24% | +5.2% |
| Q4 2013 | $247,000 | – | 10,032 | – | 0.23% | – |
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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% |