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 | $1,460 | +5.2% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $1,388 | +1.8% | 55 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $1,363 | +7.2% | 55 | +3.8% | 0.00% | 0.0% |
| Q3 2023 | $1,272 | -2.8% | 53 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,308 | +0.9% | 53 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,296 | +3.6% | 53 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,251 | +8.3% | 53 | +1.9% | 0.00% | 0.0% |
| Q3 2022 | $1,155 | -11.7% | 52 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,308 | -18.6% | 52 | -10.3% | 0.00% | 0.0% |
| Q1 2022 | $1,607 | -6.2% | 58 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $1,713 | -0.8% | 58 | +1.8% | 0.00% | 0.0% |
| Q3 2021 | $1,727 | +2929.8% | 57 | -96.9% | 0.00% | -50.0% |
| Q2 2021 | $57 | -96.8% | 1,863 | +3226.8% | 0.00% | +100.0% |
| Q1 2021 | $1,789 | +826.9% | 56 | +833.3% | 0.00% | – |
| Q4 2020 | $193 | +16.3% | 6 | 0.0% | 0.00% | – |
| Q3 2020 | $166 | +9.9% | 6 | 0.0% | 0.00% | – |
| Q2 2020 | $151 | +18.0% | 6 | 0.0% | 0.00% | – |
| Q1 2020 | $128 | -24.3% | 6 | 0.0% | 0.00% | – |
| Q4 2019 | $169 | +11.9% | 6 | 0.0% | 0.00% | – |
| Q3 2019 | $151 | – | 6 | – | 0.00% | – |
Download | ||||||
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% |