SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 599 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $254,000 | -33.3% | 11,361 | -24.4% | 0.02% | -32.3% |
Q2 2022 | $381,000 | -50.6% | 15,018 | -45.9% | 0.03% | -39.2% |
Q1 2022 | $771,000 | -6.2% | 27,757 | -0.0% | 0.05% | -1.9% |
Q4 2021 | $822,000 | -3.1% | 27,762 | +0.1% | 0.05% | -8.8% |
Q3 2021 | $848,000 | -8.7% | 27,721 | -1.9% | 0.06% | -8.1% |
Q2 2021 | $929,000 | +6.3% | 28,260 | +2.8% | 0.06% | 0.0% |
Q1 2021 | $874,000 | -15.1% | 27,488 | -18.1% | 0.06% | -11.4% |
Q4 2020 | $1,029,000 | +5.4% | 33,578 | -7.9% | 0.07% | -15.7% |
Q3 2020 | $976,000 | -1.4% | 36,459 | -10.4% | 0.08% | -11.7% |
Q2 2020 | $990,000 | -35.3% | 40,669 | -45.0% | 0.09% | -56.9% |
Q1 2020 | $1,530,000 | +5.2% | 73,931 | +39.2% | 0.22% | +40.6% |
Q4 2019 | $1,454,000 | +2.8% | 53,121 | -5.6% | 0.16% | -3.7% |
Q3 2019 | $1,414,000 | -5.8% | 56,285 | -1.6% | 0.16% | -7.5% |
Q2 2019 | $1,501,000 | +0.9% | 57,196 | 0.0% | 0.17% | -5.9% |
Q1 2019 | $1,488,000 | +22.1% | 57,196 | +10.4% | 0.18% | +11.4% |
Q4 2018 | $1,219,000 | +11.6% | 51,795 | +22.0% | 0.17% | +36.1% |
Q3 2018 | $1,092,000 | +6.8% | 42,463 | +6.4% | 0.12% | -1.6% |
Q2 2018 | $1,022,000 | -2.3% | 39,927 | +9.6% | 0.12% | -8.8% |
Q1 2018 | $1,046,000 | +121.1% | 36,427 | +115.1% | 0.14% | +109.2% |
Q4 2017 | $473,000 | – | 16,936 | – | 0.06% | – |
Download |
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% |