SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 712 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $2,939 | +7.2% | 116,404 | +5.2% | 1.48% | 0.0% |
| Q4 2023 | $2,741 | +10.0% | 110,601 | +6.3% | 1.48% | +1.1% |
| Q3 2023 | $2,492 | -99.9% | 104,078 | +4.3% | 1.46% | +4.6% |
| Q2 2023 | $2,457,273 | +3.4% | 99,767 | +3.0% | 1.40% | -1.6% |
| Q1 2023 | $2,375,871 | +10.2% | 96,895 | +6.4% | 1.42% | +0.9% |
| Q4 2022 | $2,155,453 | +9.1% | 91,062 | +3.2% | 1.41% | +2.1% |
| Q3 2022 | $1,976,000 | -10.9% | 88,209 | +1.0% | 1.38% | -7.1% |
| Q2 2022 | $2,217,000 | -21.2% | 87,359 | -13.8% | 1.48% | -10.4% |
| Q1 2022 | $2,814,000 | -1.9% | 101,321 | +4.6% | 1.65% | +0.9% |
| Q4 2021 | $2,869,000 | +2.9% | 96,845 | +5.8% | 1.64% | -5.3% |
| Q3 2021 | $2,789,000 | – | 91,493 | – | 1.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 2,444,149 | $66,896,000 | 28.86% |
| Radnor Financial Advisors, LLC | 770,120 | $21,078,000 | 14.42% |
| Your Advocates Ltd., LLP | 581,766 | $15,923,000 | 12.58% |
| COOPER/HAIMS ADVISORS, LLC | 771,822 | $21,125,000 | 11.62% |
| B & T Capital Management DBA Alpha Capital Management | 1,084,097 | $29,672,000 | 10.94% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 445,783 | $12,201,000 | 10.77% |
| Holistic Financial Partners | 636,762 | $17,428,000 | 10.42% |
| Golden State Wealth Management, LLC | 1,898,759 | $51,969,000 | 9.93% |
| TOTAL INVESTMENT MANAGEMENT INC | 1,898,759 | $51,969,000 | 9.93% |
| Focused Wealth Management, Inc | 1,481,484 | $40,548,000 | 9.58% |