SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 671 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $21,182 | -27.6% | 885 | -25.5% | 0.00% | -25.0% |
Q2 2023 | $29,255 | +136.7% | 1,188 | +135.7% | 0.00% | +100.0% |
Q1 2023 | $12,362 | -13.0% | 504 | -16.0% | 0.00% | 0.0% |
Q4 2022 | $14,205 | -51.0% | 600 | -53.7% | 0.00% | -60.0% |
Q3 2022 | $29,000 | +141.7% | 1,297 | +163.6% | 0.01% | +150.0% |
Q2 2022 | $12,000 | -33.3% | 492 | -23.0% | 0.00% | 0.0% |
Q1 2022 | $18,000 | -5.3% | 639 | +0.2% | 0.00% | 0.0% |
Q4 2021 | $19,000 | +26.7% | 638 | +32.6% | 0.00% | 0.0% |
Q3 2021 | $15,000 | -6.2% | 481 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $16,000 | +6.7% | 481 | +0.6% | 0.00% | 0.0% |
Q4 2020 | $15,000 | +15.4% | 478 | +1.7% | 0.00% | 0.0% |
Q3 2020 | $13,000 | -13.3% | 470 | -21.5% | 0.00% | -33.3% |
Q2 2020 | $15,000 | +50.0% | 599 | +28.0% | 0.00% | +50.0% |
Q1 2020 | $10,000 | -23.1% | 468 | 0.0% | 0.00% | -50.0% |
Q4 2019 | $13,000 | +18.2% | 468 | +2.4% | 0.00% | +33.3% |
Q3 2019 | $11,000 | -26.7% | 457 | -20.4% | 0.00% | -40.0% |
Q2 2019 | $15,000 | +7.1% | 574 | 0.0% | 0.01% | -16.7% |
Q4 2018 | $14,000 | 0.0% | 574 | +2.7% | 0.01% | 0.0% |
Q3 2018 | $14,000 | +16.7% | 559 | +14.3% | 0.01% | +20.0% |
Q2 2018 | $12,000 | -14.3% | 489 | 0.0% | 0.01% | -28.6% |
Q1 2018 | $14,000 | +7.7% | 489 | 0.0% | 0.01% | +16.7% |
Q4 2017 | $13,000 | +30.0% | 489 | +21.9% | 0.01% | +20.0% |
Q3 2017 | $10,000 | -23.1% | 401 | -24.3% | 0.01% | -16.7% |
Q2 2017 | $13,000 | +8.3% | 530 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $12,000 | +9.1% | 530 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $11,000 | – | 530 | – | 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% |