SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 599 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $278,509 | +0.3% | 10,486 | +0.2% | 0.01% | -64.3% |
| Q1 2024 | $277,664 | -35.0% | 10,466 | -39.2% | 0.01% | -39.1% |
| Q4 2023 | $426,870 | -42.8% | 17,219 | -44.8% | 0.02% | +4.5% |
| Q3 2023 | $746,794 | +100.7% | 31,194 | +106.5% | 0.02% | -4.3% |
| Q2 2023 | $372,102 | +0.5% | 15,108 | +0.0% | 0.02% | -14.8% |
| Q1 2023 | $370,301 | +1.6% | 15,102 | -1.9% | 0.03% | -6.9% |
| Q4 2022 | $364,423 | -1.5% | 15,396 | -6.8% | 0.03% | -14.7% |
| Q3 2022 | $370,000 | -13.6% | 16,525 | -1.9% | 0.03% | +3.0% |
| Q2 2022 | $428,000 | -22.6% | 16,850 | -15.4% | 0.03% | -13.2% |
| Q1 2022 | $553,000 | -16.6% | 19,923 | -11.0% | 0.04% | -15.6% |
| Q4 2021 | $663,000 | -33.2% | 22,379 | -31.3% | 0.04% | -39.2% |
| Q3 2021 | $993,000 | +9830.0% | 32,592 | +10116.9% | 0.07% | +7300.0% |
| Q2 2021 | $10,000 | 0.0% | 319 | +0.3% | 0.00% | 0.0% |
| Q1 2021 | $10,000 | 0.0% | 318 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $10,000 | +25.0% | 318 | +1.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | -46.7% | 315 | -47.7% | 0.00% | -50.0% |
| Q2 2020 | $15,000 | -92.9% | 602 | -94.1% | 0.00% | -93.5% |
| Q1 2020 | $211,000 | – | 10,198 | – | 0.03% | – |
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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% |