SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,250,404 | +24.4% | 122,222 | +18.1% | 0.50% | +17.0% |
| Q1 2024 | $2,612,285 | +6.2% | 103,457 | +4.2% | 0.42% | +4.4% |
| Q4 2023 | $2,460,701 | +0.3% | 99,262 | -3.1% | 0.40% | +9.5% |
| Q3 2023 | $2,452,789 | +2.5% | 102,456 | +5.5% | 0.37% | +2.5% |
| Q2 2023 | $2,392,993 | +2.7% | 97,158 | +2.2% | 0.36% | -4.0% |
| Q1 2023 | $2,330,067 | +11.4% | 95,027 | +7.5% | 0.38% | -6.2% |
| Q4 2022 | $2,091,415 | +3.3% | 88,357 | -2.2% | 0.40% | 0.0% |
| Q3 2022 | $2,024,000 | -8.5% | 90,357 | +3.7% | 0.40% | -8.4% |
| Q2 2022 | $2,212,000 | -12.2% | 87,153 | -4.0% | 0.44% | +8.4% |
| Q1 2022 | $2,520,000 | +22809.1% | 90,738 | +26124.9% | 0.40% | +20100.0% |
| Q2 2021 | $11,000 | +22.2% | 346 | +22.7% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | – | 282 | – | 0.00% | – |
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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% |