SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 697 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $421,302 | +0.0% | 15,842 | -5.0% | 0.27% | -2.9% |
| Q1 2024 | $421,140 | +1.8% | 16,679 | -0.1% | 0.28% | -9.1% |
| Q4 2023 | $413,691 | -10.4% | 16,688 | -13.4% | 0.31% | -34.6% |
| Q3 2023 | $461,514 | -3.7% | 19,278 | -0.9% | 0.47% | -15.3% |
| Q2 2023 | $479,225 | -4.5% | 19,457 | -4.9% | 0.56% | -11.0% |
| Q1 2023 | $501,872 | -23.1% | 20,468 | -25.8% | 0.62% | -17.8% |
| Q4 2022 | $652,929 | -29.9% | 27,585 | -33.7% | 0.76% | -44.6% |
| Q3 2022 | $932,000 | -79.3% | 41,588 | -76.6% | 1.37% | -68.7% |
| Q2 2022 | $4,504,000 | -14.3% | 177,444 | +837.2% | 4.38% | -0.4% |
| Q1 2022 | $5,258,000 | -99.9% | 18,933 | -92.1% | 4.40% | -36.1% |
| Q4 2021 | $7,084,000,000 | – | 239,068 | – | 6.88% | – |
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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% |