SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 706 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $182 | +76.7% | 7,586 | +82.0% | 0.04% | +79.2% |
Q2 2023 | $103 | +1.0% | 4,169 | -0.2% | 0.02% | -4.0% |
Q1 2023 | $102 | +3300.0% | 4,177 | +3268.5% | 0.02% | +2400.0% |
Q4 2022 | $3 | -100.0% | 124 | -94.1% | 0.00% | -92.9% |
Q3 2022 | $47,000 | -9.6% | 2,114 | +4.1% | 0.01% | -6.7% |
Q2 2022 | $52,000 | 0.0% | 2,031 | +9.2% | 0.02% | 0.0% |
Q1 2022 | $52,000 | +4.0% | 1,860 | +9.2% | 0.02% | -6.2% |
Q4 2021 | $50,000 | +2.0% | 1,703 | +6.8% | 0.02% | -46.7% |
Q3 2021 | $49,000 | -7.5% | 1,595 | -1.1% | 0.03% | -16.7% |
Q2 2021 | $53,000 | +231.2% | 1,612 | +219.2% | 0.04% | +200.0% |
Q1 2021 | $16,000 | +14.3% | 505 | +12.5% | 0.01% | +9.1% |
Q4 2020 | $14,000 | +16.7% | 449 | -2.2% | 0.01% | +10.0% |
Q3 2020 | $12,000 | +20.0% | 459 | +12.5% | 0.01% | +25.0% |
Q2 2020 | $10,000 | +25.0% | 408 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $8,000 | +166.7% | 408 | +257.9% | 0.01% | +33.3% |
Q4 2019 | $3,000 | 0.0% | 114 | +3.6% | 0.01% | 0.0% |
Q3 2019 | $3,000 | 0.0% | 110 | +6.8% | 0.01% | -14.3% |
Q2 2019 | $3,000 | – | 103 | – | 0.01% | – |
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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% |