SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $803,927 | +37.7% | 33,609 | +46.3% | 0.25% | +38.5% |
| Q2 2023 | $583,948 | +171.5% | 22,972 | +162.2% | 0.18% | +145.9% |
| Q1 2023 | $215,107 | -7.7% | 8,762 | -4.8% | 0.07% | -14.0% |
| Q4 2022 | $233,147 | -47.6% | 9,208 | -46.4% | 0.09% | -53.8% |
| Q3 2022 | $445,000 | +66.7% | 17,178 | +63.4% | 0.19% | +28.3% |
| Q2 2022 | $267,000 | -23.1% | 10,515 | -15.9% | 0.14% | -6.5% |
| Q1 2022 | $347,000 | – | 12,499 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 5,289,845 | $134,574,000 | 61.22% |
| VALENTINE VENTURES LLC | 817,105 | $19,226,000 | 24.00% |
| Pension Partners, LLC | 725,448 | $17,070,000 | 19.66% |
| COOPER/HAIMS ADVISORS, LLC | 713,485 | $16,788,000 | 11.59% |
| Holistic Financial Partners | 364,178 | $8,569,000 | 8.93% |
| Live Your Vision, LLC | 1,012,477 | $24,846,000 | 8.35% |
| TOTAL INVESTMENT MANAGEMENT INC | 911,923 | $23,391,000 | 7.41% |
| Signature Financial Management, Inc. | 1,293,148 | $30,429,000 | 7.32% |
| Harborview Advisors, LLC | 254,967 | $5,999,000 | 7.03% |
| Ironwood Wealth Management, LLC. | 302,458 | $7,117,000 | 6.86% |