SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 265 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $686 | -5.2% | 28,508 | -2.6% | 0.06% | -6.5% |
| Q2 2023 | $724 | +1.1% | 29,283 | +0.7% | 0.06% | -6.1% |
| Q1 2023 | $716 | +1.3% | 29,082 | -2.7% | 0.07% | -8.3% |
| Q4 2022 | $707 | -99.9% | 29,891 | +1.9% | 0.07% | -1.4% |
| Q3 2022 | $661,000 | -30.4% | 29,335 | -14.5% | 0.07% | -31.1% |
| Q1 2022 | $950,000 | -7.4% | 34,322 | -1.0% | 0.11% | -14.5% |
| Q4 2021 | $1,026,000 | -9.0% | 34,685 | -6.3% | 0.12% | -16.8% |
| Q3 2021 | $1,128,000 | -8.1% | 37,004 | -0.7% | 0.15% | -18.6% |
| Q2 2021 | $1,228,000 | +0.9% | 37,272 | -3.1% | 0.18% | -33.5% |
| Q1 2021 | $1,217,000 | -1.0% | 38,472 | -4.0% | 0.28% | +12.2% |
| Q4 2020 | $1,229,000 | +11.6% | 40,070 | -3.0% | 0.24% | +0.8% |
| Q3 2020 | $1,101,000 | +2.4% | 41,310 | -6.1% | 0.24% | -17.1% |
| Q2 2020 | $1,075,000 | +13.0% | 43,973 | -4.5% | 0.29% | +3.5% |
| Q1 2020 | $951,000 | -56.6% | 46,053 | -42.4% | 0.28% | -54.3% |
| Q4 2019 | $2,192,000 | +13.9% | 79,985 | +4.4% | 0.62% | -3.3% |
| Q3 2019 | $1,925,000 | +26.9% | 76,593 | +32.8% | 0.64% | +30.9% |
| Q2 2019 | $1,517,000 | +2.0% | 57,674 | +0.8% | 0.49% | -5.4% |
| Q1 2019 | $1,487,000 | +23.5% | 57,194 | +11.7% | 0.52% | +4.7% |
| Q4 2018 | $1,204,000 | +35.1% | 51,202 | +47.0% | 0.49% | +47.5% |
| Q3 2018 | $891,000 | -0.2% | 34,824 | +0.2% | 0.34% | +9.8% |
| Q2 2018 | $893,000 | +83.0% | 34,749 | +102.8% | 0.30% | +26.0% |
| Q1 2018 | $488,000 | +13.8% | 17,131 | +11.2% | 0.24% | +39.9% |
| Q4 2017 | $429,000 | +10.6% | 15,406 | +4.8% | 0.17% | -7.5% |
| Q3 2017 | $388,000 | +11.8% | 14,697 | +2.9% | 0.19% | +6.9% |
| Q2 2017 | $347,000 | +8.1% | 14,284 | +5.7% | 0.18% | +1.2% |
| Q1 2017 | $321,000 | +32.6% | 13,515 | +20.8% | 0.17% | +23.6% |
| Q4 2016 | $242,000 | +28.0% | 11,184 | +39.6% | 0.14% | +17.6% |
| Q3 2016 | $189,000 | +45.4% | 8,013 | +32.3% | 0.12% | +32.2% |
| Q2 2016 | $130,000 | +306.2% | 6,055 | +290.9% | 0.09% | +275.0% |
| Q1 2016 | $32,000 | -89.0% | 1,549 | -89.6% | 0.02% | -87.5% |
| Q4 2015 | $292,000 | – | 14,944 | – | 0.19% | – |
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% |