SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $219,000 | -8.4% | 8,620 | -0.0% | 0.04% | +10.3% |
| Q1 2022 | $239,000 | -6.3% | 8,623 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $255,000 | -37.3% | 8,623 | -35.5% | 0.04% | -26.4% |
| Q3 2021 | $407,000 | +86.7% | 13,360 | +101.8% | 0.05% | +51.4% |
| Q2 2021 | $218,000 | -20.4% | 6,620 | -23.2% | 0.04% | -28.6% |
| Q1 2021 | $274,000 | +3.8% | 8,622 | -0.0% | 0.05% | -2.0% |
| Q4 2020 | $264,000 | +14.3% | 8,623 | 0.0% | 0.05% | +4.2% |
| Q3 2020 | $231,000 | +3.6% | 8,623 | -6.0% | 0.05% | 0.0% |
| Q2 2020 | $223,000 | +17.4% | 9,173 | 0.0% | 0.05% | 0.0% |
| Q1 2020 | $190,000 | -25.2% | 9,173 | -1.1% | 0.05% | -12.7% |
| Q4 2019 | $254,000 | +9.0% | 9,277 | 0.0% | 0.06% | +3.8% |
| Q3 2019 | $233,000 | -4.1% | 9,277 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $243,000 | +0.8% | 9,277 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $241,000 | – | 9,277 | – | 0.05% | – |
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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% |