SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 22 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $321,323 | +21293.0% | 13,422 | +21903.3% | 0.01% | – |
Q2 2023 | $1,502 | +188.3% | 61 | -99.7% | 0.00% | -100.0% |
Q1 2023 | $521 | – | 21,257 | +2125600.0% | 0.02% | – |
Q4 2022 | $0 | -100.0% | 1 | -99.1% | 0.00% | – |
Q3 2022 | $2,000 | -97.4% | 111 | -96.3% | 0.00% | -100.0% |
Q2 2022 | $76,000 | +1166.7% | 3,005 | +1235.6% | 0.00% | – |
Q1 2022 | $6,000 | -71.4% | 225 | -67.9% | 0.00% | -100.0% |
Q3 2021 | $21,000 | -74.7% | 700 | -72.1% | 0.00% | -50.0% |
Q2 2021 | $83,000 | +219.2% | 2,510 | +212.2% | 0.00% | – |
Q1 2021 | $26,000 | 0.0% | 804 | -18.2% | 0.00% | – |
Q3 2020 | $26,000 | -72.0% | 983 | -74.3% | 0.00% | -100.0% |
Q2 2020 | $93,000 | +675.0% | 3,827 | +537.8% | 0.00% | +300.0% |
Q1 2020 | $12,000 | -52.0% | 600 | -34.9% | 0.00% | -50.0% |
Q4 2019 | $25,000 | +47.1% | 921 | +38.1% | 0.00% | +100.0% |
Q3 2019 | $17,000 | – | 667 | +16575.0% | 0.00% | – |
Q1 2019 | $0 | -100.0% | 4 | -99.9% | 0.00% | -100.0% |
Q4 2018 | $93,000 | – | 3,955 | +98775.0% | 0.01% | – |
Q3 2018 | $0 | – | 4 | – | 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% |