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 2021 | $191,000 | -4.5% | 6,257 | +2.6% | 0.02% | -5.9% |
| Q2 2021 | $200,000 | -99.4% | 6,096 | -94.3% | 0.02% | -98.9% |
| Q1 2021 | $32,460,000 | +19692.7% | 107,625 | +60025.7% | 1.56% | +10293.3% |
| Q4 2020 | $164,000 | +21.5% | 179 | -96.5% | 0.02% | +7.1% |
| Q3 2020 | $135,000 | -6.9% | 5,054 | -15.0% | 0.01% | -12.5% |
| Q2 2020 | $145,000 | -5.2% | 5,947 | -19.5% | 0.02% | -20.0% |
| Q1 2020 | $153,000 | -63.0% | 7,384 | -51.1% | 0.02% | -54.5% |
| Q4 2019 | $413,000 | – | 15,106 | – | 0.04% | – |
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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% |