Johnson Financial Group, Inc. - SCHWAB STRATEGIC TR ownership

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
Johnson Financial Group, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$7,063
-75.6%
295
-69.7%
0.00%
-100.0%
Q4 2021$29,000
-3.3%
9750.0%0.00%0.0%
Q3 2021$30,000
-6.2%
9750.0%0.00%0.0%
Q2 2021$32,000
+6.7%
975
+1.4%
0.00%0.0%
Q1 2021$30,0009620.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2021
NameSharesValueWeighting ↓
VALENTINE VENTURES LLC 966,669$25,365,00026.47%
Hamilton Capital, LLC 2,360,205$61,932,00021.39%
Pension Partners, LLC 601,523$15,784,329,00019.13%
COOPER/HAIMS ADVISORS, LLC 767,263$20,133,00012.51%
B & T Capital Management DBA Alpha Capital Management 1,161,562$30,479,00011.50%
Holistic Financial Partners 424,964$11,151,00011.11%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 446,030$11,704,00010.90%
Ironwood Wealth Management, LLC. 390,240$10,240,0007.84%
Northwest Capital Management Inc 236,814$6,214,0006.79%
MATHER GROUP, LLC. 3,145,798$82,546,0006.67%
View complete list of SCHWAB STRATEGIC TR shareholders