SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 552 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,894,000 | -8.6% | 62,470 | -0.9% | 0.34% | -9.8% |
| Q2 2021 | $2,073,000 | -15.2% | 63,056 | -18.0% | 0.38% | -24.6% |
| Q1 2021 | $2,444,000 | -2.0% | 76,908 | -5.5% | 0.50% | +12.1% |
| Q4 2020 | $2,495,000 | +10.0% | 81,416 | -4.0% | 0.45% | 0.0% |
| Q3 2020 | $2,268,000 | +4.5% | 84,766 | -4.9% | 0.45% | +4.2% |
| Q2 2020 | $2,171,000 | +9.7% | 89,177 | -6.8% | 0.43% | -14.1% |
| Q1 2020 | $1,979,000 | -6.0% | 95,652 | +24.4% | 0.50% | +38.7% |
| Q4 2019 | $2,105,000 | +8.0% | 76,915 | -0.8% | 0.36% | -14.3% |
| Q3 2019 | $1,949,000 | +3.3% | 77,539 | +7.9% | 0.42% | +1.2% |
| Q2 2019 | $1,886,000 | – | 71,886 | – | 0.41% | – |
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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% |