SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $229,000 | -38.8% | 9,039 | -32.9% | 0.05% | -26.6% |
| Q1 2022 | $374,000 | -40.9% | 13,473 | -37.0% | 0.06% | -37.3% |
| Q4 2021 | $633,000 | -2.5% | 21,371 | +0.4% | 0.10% | -17.7% |
| Q3 2021 | $649,000 | -5.0% | 21,285 | +2.4% | 0.12% | -20.5% |
| Q2 2021 | $683,000 | -16.9% | 20,781 | -19.7% | 0.16% | -21.6% |
| Q1 2021 | $822,000 | -6.3% | 25,867 | +1.9% | 0.20% | -4.3% |
| Q4 2020 | $877,000 | +13.7% | 25,383 | -11.9% | 0.21% | -4.6% |
| Q3 2020 | $771,000 | -18.8% | 28,797 | -26.2% | 0.22% | -21.0% |
| Q2 2020 | $950,000 | -14.0% | 39,012 | -26.9% | 0.28% | -26.0% |
| Q1 2020 | $1,105,000 | -23.6% | 53,390 | +1.0% | 0.37% | -1.6% |
| Q4 2019 | $1,447,000 | +14.0% | 52,885 | +4.7% | 0.38% | +5.3% |
| Q3 2019 | $1,269,000 | +13.2% | 50,515 | +10.9% | 0.36% | +11.1% |
| Q2 2019 | $1,121,000 | – | 45,552 | – | 0.32% | – |
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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% |