SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 2.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,986,000 | +159.9% | 71,504 | +127.9% | 0.00% | +100.0% |
| Q2 2020 | $764,000 | +132.9% | 31,378 | +97.7% | 0.00% | – |
| Q1 2020 | $328,000 | -20.0% | 15,868 | +6.0% | 0.00% | – |
| Q4 2019 | $410,000 | +15.5% | 14,963 | +6.0% | 0.00% | – |
| Q3 2019 | $355,000 | -69.2% | 14,121 | -67.9% | 0.00% | -100.0% |
| Q2 2019 | $1,154,000 | +0.1% | 43,945 | -0.8% | 0.00% | 0.0% |
| Q1 2019 | $1,153,000 | -73.1% | 44,318 | -75.7% | 0.00% | -75.0% |
| Q4 2018 | $4,286,000 | -19.3% | 182,146 | -11.8% | 0.00% | -20.0% |
| Q3 2018 | $5,310,000 | +2.9% | 206,517 | +3.6% | 0.01% | 0.0% |
| Q2 2018 | $5,162,000 | -15.9% | 199,382 | -6.8% | 0.01% | -16.7% |
| Q1 2018 | $6,138,000 | – | 213,854 | – | 0.01% | – |
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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% |