SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 709 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,399,087 | -11.0% | 203,279 | -15.4% | 0.89% | -18.1% |
| Q1 2024 | $6,067,271 | -6.5% | 240,288 | -8.2% | 1.09% | -16.8% |
| Q4 2023 | $6,488,211 | -0.8% | 261,727 | -4.2% | 1.31% | -4.0% |
| Q3 2023 | $6,538,397 | -3.8% | 273,116 | -1.1% | 1.37% | -2.2% |
| Q2 2023 | $6,798,323 | -10.1% | 276,018 | -10.5% | 1.40% | -16.3% |
| Q1 2023 | $7,562,287 | -1.8% | 308,413 | -5.2% | 1.67% | -9.0% |
| Q4 2022 | $7,701,934 | +158.4% | 325,388 | +135.3% | 1.84% | +50.8% |
| Q4 2016 | $2,981,000 | – | 138,275 | – | 1.22% | – |
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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% |