SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 694 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $506,860 | +3.6% | 19,084 | -1.5% | 0.39% | +0.5% |
| Q1 2024 | $489,436 | +1.9% | 19,384 | 0.0% | 0.39% | -4.7% |
| Q4 2023 | $480,520 | +3.6% | 19,384 | +0.1% | 0.40% | -8.2% |
| Q3 2023 | $463,735 | -2.8% | 19,371 | 0.0% | 0.44% | +2.6% |
| Q2 2023 | $477,100 | +0.5% | 19,371 | +0.0% | 0.43% | -5.7% |
| Q1 2023 | $474,923 | +3.6% | 19,369 | 0.0% | 0.46% | -3.0% |
| Q4 2022 | $458,459 | +8.9% | 19,369 | +3.0% | 0.47% | -4.1% |
| Q3 2022 | $421,000 | -12.5% | 18,798 | -0.9% | 0.49% | -7.2% |
| Q2 2022 | $481,000 | -8.6% | 18,960 | +0.0% | 0.53% | +10.7% |
| Q1 2022 | $526,000 | -6.9% | 18,959 | -0.5% | 0.48% | -6.3% |
| Q4 2021 | $565,000 | – | 19,059 | – | 0.51% | – |
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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% |