Pathstone Holdings, LLC - SCHWAB STRATEGIC TR ownership

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
Pathstone Holdings, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2024$12,011,953
+6.8%
452,251
+1.6%
0.05%
+3.8%
Q1 2024$11,243,128
+4.3%
445,272
+2.4%
0.05%
-10.3%
Q4 2023$10,776,661434,7180.06%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2024
NameSharesValueWeighting ↓
Hamilton Capital, LLC 2,310,263$60,090,00027.06%
VALENTINE VENTURES LLC 988,729$25,717,00026.55%
COOPER/HAIMS ADVISORS, LLC 750,775$19,528,00012.44%
B & T Capital Management DBA Alpha Capital Management 1,143,931$29,754,00011.70%
Bogart Wealth, LLC 900,138$23,412,00011.29%
TOTAL INVESTMENT MANAGEMENT INC 1,784,548$44,400,00010.68%
Live Your Vision, LLC 990,115$26,634,0008.08%
APPLETON GROUP, LLC 311,295$8,097,0007.80%
Northwest Capital Management Inc 229,443$5,967,0007.20%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 375,890$9,777,0006.87%
View complete list of SCHWAB STRATEGIC TR shareholders