SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 661 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $514,125 | -69.9% | 21,476 | -69.0% | 0.21% | -69.0% |
Q2 2023 | $1,707,513 | +1.0% | 69,327 | +0.5% | 0.67% | -4.3% |
Q1 2023 | $1,691,126 | +3.1% | 68,969 | -0.4% | 0.70% | -3.1% |
Q4 2022 | $1,639,579 | +41.7% | 69,268 | +34.2% | 0.72% | +28.4% |
Q3 2022 | $1,157,000 | +297.6% | 51,633 | +350.5% | 0.56% | +314.8% |
Q2 2022 | $291,000 | -7.0% | 11,460 | +1.6% | 0.14% | +7.1% |
Q1 2022 | $313,000 | -3.7% | 11,282 | +2.7% | 0.13% | -2.3% |
Q4 2021 | $325,000 | +339.2% | 10,986 | +299.3% | 0.13% | +207.1% |
Q3 2020 | $74,000 | +4.2% | 2,751 | +6.6% | 0.04% | 0.0% |
Q4 2019 | $71,000 | +10.9% | 2,581 | +2.0% | 0.04% | +7.7% |
Q3 2019 | $64,000 | -17.9% | 2,531 | -15.5% | 0.04% | -20.4% |
Q1 2019 | $78,000 | +550.0% | 2,994 | +597.9% | 0.05% | +600.0% |
Q3 2017 | $12,000 | – | 429 | – | 0.01% | – |
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% |