SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 572 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $326,858 | -9.3% | 13,699 | -5.8% | 0.07% | -9.0% |
Q2 2023 | $360,233 | +8.2% | 14,549 | +7.2% | 0.08% | +6.8% |
Q1 2023 | $332,834 | +5.3% | 13,574 | +1.6% | 0.07% | +2.8% |
Q4 2022 | $316,208 | +8.7% | 13,359 | +2.9% | 0.07% | +1.4% |
Q3 2022 | $291,000 | -13.6% | 12,984 | -2.1% | 0.07% | -6.7% |
Q2 2022 | $337,000 | -14.5% | 13,259 | -6.5% | 0.08% | 0.0% |
Q1 2022 | $394,000 | -38.1% | 14,184 | -34.0% | 0.08% | -33.6% |
Q4 2021 | $637,000 | -20.3% | 21,489 | -18.0% | 0.11% | -25.7% |
Q3 2021 | $799,000 | -12.8% | 26,219 | -5.9% | 0.15% | -12.6% |
Q2 2021 | $916,000 | +5.2% | 27,869 | +1.6% | 0.17% | -2.2% |
Q1 2021 | $871,000 | +27.9% | 27,424 | +23.5% | 0.18% | +22.8% |
Q4 2020 | $681,000 | +32.0% | 22,214 | +15.1% | 0.14% | -2.7% |
Q3 2020 | $516,000 | +24.6% | 19,294 | +13.4% | 0.15% | +14.6% |
Q2 2020 | $414,000 | +14.4% | 17,014 | -2.9% | 0.13% | -4.4% |
Q1 2020 | $362,000 | +11.0% | 17,514 | +46.9% | 0.14% | +44.7% |
Q4 2019 | $326,000 | +11.6% | 11,920 | +2.5% | 0.09% | +5.6% |
Q3 2019 | $292,000 | -4.3% | 11,630 | 0.0% | 0.09% | +3.5% |
Q2 2019 | $305,000 | +1.3% | 11,630 | +0.5% | 0.09% | +2.4% |
Q1 2019 | $301,000 | – | 11,575 | – | 0.08% | – |
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% |