SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 665 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,157,307 | +9.0% | 257,197 | +12.2% | 4.31% | +10.1% |
Q2 2023 | $5,648,409 | +12.5% | 229,330 | +12.0% | 3.92% | -8.6% |
Q1 2023 | $5,020,740 | +165.5% | 204,761 | +156.3% | 4.28% | +165.5% |
Q4 2022 | $1,891,132 | +65.7% | 79,896 | +56.9% | 1.61% | +26.8% |
Q3 2022 | $1,141,000 | +19.7% | 50,935 | +35.6% | 1.27% | +24.0% |
Q2 2022 | $953,000 | -77.0% | 37,568 | -74.9% | 1.03% | -65.5% |
Q1 2022 | $4,149,000 | -7.1% | 149,409 | -0.9% | 2.97% | +2.8% |
Q4 2021 | $4,465,000 | – | 150,757 | – | 2.89% | – |
Download |
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% |