SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 593 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $572,298 | +29.8% | 24,178 | +22.9% | 0.00% | +50.0% |
Q3 2022 | $441,000 | +22.5% | 19,678 | +38.8% | 0.00% | 0.0% |
Q2 2022 | $360,000 | -32.8% | 14,176 | -26.5% | 0.00% | -33.3% |
Q1 2022 | $536,000 | -27.7% | 19,300 | -23.5% | 0.00% | 0.0% |
Q4 2021 | $741,000 | +4.8% | 25,232 | +8.8% | 0.00% | -25.0% |
Q3 2021 | $707,000 | -21.3% | 23,195 | -15.1% | 0.00% | -20.0% |
Q2 2021 | $898,000 | -3.3% | 27,314 | -6.5% | 0.01% | 0.0% |
Q1 2021 | $929,000 | +10.2% | 29,219 | +6.2% | 0.01% | 0.0% |
Q4 2020 | $843,000 | +43.6% | 27,507 | +25.3% | 0.01% | +25.0% |
Q3 2020 | $587,000 | +25.7% | 21,946 | +14.5% | 0.00% | 0.0% |
Q2 2020 | $467,000 | +37.4% | 19,173 | +17.3% | 0.00% | +33.3% |
Q1 2020 | $340,000 | -13.7% | 16,346 | +13.5% | 0.00% | 0.0% |
Q4 2019 | $394,000 | +4.0% | 14,403 | -4.5% | 0.00% | -25.0% |
Q3 2019 | $379,000 | +0.5% | 15,089 | +5.0% | 0.00% | 0.0% |
Q2 2019 | $377,000 | +9.9% | 14,375 | +8.9% | 0.00% | 0.0% |
Q1 2019 | $343,000 | +2.1% | 13,200 | -7.6% | 0.00% | 0.0% |
Q4 2018 | $336,000 | +0.9% | 14,280 | +10.3% | 0.00% | 0.0% |
Q3 2018 | $333,000 | – | 12,945 | – | 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% |