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 | $2,114,801 | +30.0% | 79,624 | +23.5% | 0.42% | +19.9% |
| Q1 2024 | $1,627,277 | +37.5% | 64,447 | +35.0% | 0.35% | +27.5% |
| Q4 2023 | $1,183,855 | +1.1% | 47,755 | -2.4% | 0.28% | -12.7% |
| Q3 2023 | $1,171,534 | +1.4% | 48,936 | +4.3% | 0.32% | +2.3% |
| Q2 2023 | $1,155,711 | +115.8% | 46,923 | +114.8% | 0.31% | +103.3% |
| Q1 2023 | $535,588 | +55.9% | 21,843 | +50.5% | 0.15% | +47.6% |
| Q4 2022 | $343,637 | +47.5% | 14,518 | +39.8% | 0.10% | +30.4% |
| Q3 2022 | $233,000 | +142.7% | 10,386 | +228.9% | 0.08% | +163.3% |
| Q3 2021 | $96,000 | – | 3,158 | – | 0.03% | – |
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% |