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 2022 | $30,818 | +2981.8% | 1,302 | +2184.2% | 0.00% | – |
| Q3 2022 | $1,000 | -94.1% | 57 | -89.8% | 0.00% | -100.0% |
| Q4 2021 | $17,000 | 0.0% | 560 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $17,000 | -5.6% | 560 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $18,000 | 0.0% | 560 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $18,000 | -75.0% | 560 | -78.7% | 0.01% | -80.0% |
| Q4 2019 | $72,000 | -80.5% | 2,632 | -82.1% | 0.02% | -76.9% |
| Q3 2019 | $370,000 | +3600.0% | 14,741 | +3949.7% | 0.11% | +3500.0% |
| Q2 2019 | $10,000 | -47.4% | 364 | -51.4% | 0.00% | -50.0% |
| Q1 2019 | $19,000 | +171.4% | 749 | +160.1% | 0.01% | +200.0% |
| Q4 2018 | $7,000 | +40.0% | 288 | +60.9% | 0.00% | 0.0% |
| Q3 2018 | $5,000 | – | 179 | – | 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% |