SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 671 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $120,011 | +44.9% | 5,013 | +49.1% | 0.00% | +100.0% |
| Q2 2023 | $82,806 | +0.4% | 3,362 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $82,436 | -14.8% | 3,362 | -17.8% | 0.00% | -50.0% |
| Q4 2022 | $96,763 | +30.8% | 4,088 | +24.5% | 0.00% | +100.0% |
| Q3 2022 | $74,000 | +94.7% | 3,284 | +116.8% | 0.00% | 0.0% |
| Q2 2022 | $38,000 | -47.2% | 1,515 | -41.3% | 0.00% | 0.0% |
| Q1 2022 | $72,000 | -48.6% | 2,582 | -45.3% | 0.00% | -50.0% |
| Q4 2021 | $140,000 | -3.4% | 4,717 | -0.7% | 0.00% | -33.3% |
| Q3 2021 | $145,000 | +20.8% | 4,748 | +29.6% | 0.00% | +50.0% |
| Q2 2021 | $120,000 | +18.8% | 3,663 | +15.6% | 0.00% | 0.0% |
| Q1 2021 | $101,000 | +10000.0% | 3,169 | +7629.3% | 0.00% | – |
| Q1 2020 | $1,000 | – | 41 | – | 0.00% | – |
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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% |