SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 702 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,417 | -99.9% | 53,425 | +28.5% | 0.12% | +19.6% |
| Q1 2024 | $1,049,398 | +60.1% | 41,560 | +57.2% | 0.10% | +94.0% |
| Q4 2023 | $655,533 | +57302.2% | 26,443 | -43.0% | 0.05% | -50.5% |
| Q2 2023 | $1,142 | +97.2% | 46,386 | +96.6% | 0.10% | +114.9% |
| Q1 2023 | $579 | -100.0% | 23,599 | +2.9% | 0.05% | 0.0% |
| Q4 2022 | $542,608,756 | – | 22,924 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 2,444,149 | $66,896,000 | 28.86% |
| Radnor Financial Advisors, LLC | 770,120 | $21,078,000 | 14.42% |
| Your Advocates Ltd., LLP | 581,766 | $15,923,000 | 12.58% |
| COOPER/HAIMS ADVISORS, LLC | 771,822 | $21,125,000 | 11.62% |
| B & T Capital Management DBA Alpha Capital Management | 1,084,097 | $29,672,000 | 10.94% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 445,783 | $12,201,000 | 10.77% |
| Holistic Financial Partners | 636,762 | $17,428,000 | 10.42% |
| Golden State Wealth Management, LLC | 1,898,759 | $51,969,000 | 9.93% |
| TOTAL INVESTMENT MANAGEMENT INC | 1,898,759 | $51,969,000 | 9.93% |
| Focused Wealth Management, Inc | 1,481,484 | $40,548,000 | 9.58% |