SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 665 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $193,000 | +171.8% | 8,603 | +207.2% | 0.01% | +150.0% |
| Q2 2022 | $71,000 | -9.0% | 2,800 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $78,000 | -69.9% | 2,800 | -68.0% | 0.00% | -60.0% |
| Q4 2021 | $259,000 | -4.4% | 8,760 | -1.6% | 0.01% | 0.0% |
| Q3 2021 | $271,000 | +21.5% | 8,905 | +31.7% | 0.01% | +25.0% |
| Q2 2021 | $223,000 | -18.0% | 6,760 | -21.1% | 0.00% | -20.0% |
| Q1 2021 | $272,000 | +3.8% | 8,563 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $262,000 | +12.0% | 8,563 | -2.3% | 0.01% | -16.7% |
| Q3 2020 | $234,000 | +23.8% | 8,763 | +12.9% | 0.01% | +20.0% |
| Q2 2020 | $189,000 | +29.5% | 7,763 | +10.3% | 0.01% | 0.0% |
| Q1 2020 | $146,000 | +25.9% | 7,040 | +66.7% | 0.01% | +66.7% |
| Q4 2019 | $116,000 | +9.4% | 4,224 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $106,000 | -4.5% | 4,224 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $111,000 | +170.7% | 4,224 | +169.9% | 0.00% | +200.0% |
| Q1 2019 | $41,000 | -2.4% | 1,565 | -11.7% | 0.00% | 0.0% |
| Q4 2018 | $42,000 | +950.0% | 1,773 | +769.1% | 0.00% | – |
| Q1 2016 | $4,000 | 0.0% | 204 | 0.0% | 0.00% | – |
| Q4 2015 | $4,000 | -42.9% | 204 | -27.7% | 0.00% | – |
| Q2 2014 | $7,000 | – | 282 | – | 0.00% | – |
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% |