SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 2.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $28,434 | -59.7% | 1,147 | -61.0% | 0.00% | -72.7% |
Q3 2023 | $70,479 | +17.3% | 2,944 | +20.7% | 0.01% | +22.2% |
Q2 2023 | $60,073 | +0.4% | 2,439 | 0.0% | 0.01% | -10.0% |
Q1 2023 | $59,804 | +103010.3% | 2,439 | 0.0% | 0.01% | +11.1% |
Q4 2022 | $58 | -99.9% | 2,439 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $55,000 | -11.3% | 2,439 | 0.0% | 0.01% | -10.0% |
Q2 2022 | $62,000 | -8.8% | 2,439 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $68,000 | -5.6% | 2,439 | 0.0% | 0.01% | -23.1% |
Q4 2021 | $72,000 | -11.1% | 2,439 | -8.7% | 0.01% | -13.3% |
Q3 2021 | $81,000 | -33.6% | 2,671 | -30.4% | 0.02% | -28.6% |
Q1 2021 | $122,000 | +3.4% | 3,840 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $118,000 | -52.6% | 3,840 | -58.7% | 0.02% | -56.2% |
Q3 2020 | $249,000 | +10.2% | 9,293 | 0.0% | 0.05% | +2.1% |
Q2 2020 | $226,000 | +17.7% | 9,293 | 0.0% | 0.05% | +6.8% |
Q1 2020 | $192,000 | -45.5% | 9,293 | -27.8% | 0.04% | -32.3% |
Q4 2019 | $352,000 | +7.6% | 12,879 | -1.1% | 0.06% | -1.5% |
Q3 2019 | $327,000 | -11.6% | 13,022 | -7.7% | 0.07% | -10.8% |
Q2 2019 | $370,000 | -4.4% | 14,107 | -5.3% | 0.07% | 0.0% |
Q1 2019 | $387,000 | -12.2% | 14,890 | -20.6% | 0.07% | -23.7% |
Q4 2018 | $441,000 | -20.0% | 18,762 | -12.5% | 0.10% | -14.2% |
Q3 2018 | $551,000 | +3.2% | 21,436 | +3.9% | 0.11% | -1.7% |
Q2 2018 | $534,000 | -95.8% | 20,637 | -95.3% | 0.12% | -95.9% |
Q1 2018 | $12,602,000 | +2.1% | 439,117 | -0.7% | 2.82% | -0.2% |
Q4 2017 | $12,347,000 | +2.6% | 442,106 | -1.2% | 2.83% | -0.7% |
Q3 2017 | $12,038,000 | +9.7% | 447,531 | +1.3% | 2.85% | +3.2% |
Q2 2017 | $10,976,000 | +5.3% | 441,897 | +1.6% | 2.76% | +88.3% |
Q1 2017 | $10,424,000 | +14.0% | 435,081 | +2.5% | 1.47% | -38.7% |
Q4 2016 | $9,143,000 | – | 424,310 | – | 2.40% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
VALENTINE VENTURES LLC | 966,669 | $25,365,000 | 26.47% |
Hamilton Capital, LLC | 2,360,205 | $61,932,000 | 21.39% |
Pension Partners, LLC | 601,523 | $15,784,329,000 | 19.13% |
COOPER/HAIMS ADVISORS, LLC | 767,263 | $20,133,000 | 12.51% |
B & T Capital Management DBA Alpha Capital Management | 1,161,562 | $30,479,000 | 11.50% |
Holistic Financial Partners | 424,964 | $11,151,000 | 11.11% |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 446,030 | $11,704,000 | 10.90% |
Ironwood Wealth Management, LLC. | 390,240 | $10,240,000 | 7.84% |
Northwest Capital Management Inc | 236,814 | $6,214,000 | 6.79% |
MATHER GROUP, LLC. | 3,145,798 | $82,546,000 | 6.67% |