SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 682 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $200,990 | -90.5% | 8,197 | -89.2% | 0.05% | -88.4% |
| Q1 2022 | $2,105,000 | -6.1% | 75,811 | +0.2% | 0.43% | +1.6% |
| Q4 2021 | $2,242,000 | -5.8% | 75,695 | -3.0% | 0.42% | -17.8% |
| Q3 2021 | $2,379,000 | -8.4% | 78,064 | -1.1% | 0.52% | -6.7% |
| Q2 2021 | $2,596,000 | +7.3% | 78,960 | +3.7% | 0.55% | -2.1% |
| Q1 2021 | $2,419,000 | +15.3% | 76,111 | +11.2% | 0.57% | +7.4% |
| Q4 2020 | $2,098,000 | +13.3% | 68,434 | -1.1% | 0.53% | -0.6% |
| Q3 2020 | $1,852,000 | +7.9% | 69,225 | -1.8% | 0.53% | -3.3% |
| Q2 2020 | $1,716,000 | +2.1% | 70,459 | -13.2% | 0.55% | -17.8% |
| Q1 2020 | $1,680,000 | -30.1% | 81,213 | -7.5% | 0.67% | -14.5% |
| Q4 2019 | $2,403,000 | +8.6% | 87,809 | -0.3% | 0.78% | -8.7% |
| Q3 2019 | $2,213,000 | -3.6% | 88,079 | +0.7% | 0.85% | -8.5% |
| Q2 2019 | $2,296,000 | +2.7% | 87,495 | +1.8% | 0.93% | -2.4% |
| Q1 2019 | $2,235,000 | +19.9% | 85,924 | +8.5% | 0.96% | -0.3% |
| Q4 2018 | $1,864,000 | -6.8% | 79,216 | +1.8% | 0.96% | +16.1% |
| Q3 2018 | $2,001,000 | +5.1% | 77,847 | +5.9% | 0.83% | -3.3% |
| Q2 2018 | $1,903,000 | +8.1% | 73,491 | +19.7% | 0.85% | +13.7% |
| Q1 2018 | $1,761,000 | +14.1% | 61,374 | +11.1% | 0.75% | +20.4% |
| Q4 2017 | $1,543,000 | +43.4% | 55,232 | +38.2% | 0.62% | +17.3% |
| Q3 2017 | $1,076,000 | +58.5% | 39,974 | +46.2% | 0.53% | +50.7% |
| Q2 2017 | $679,000 | +41.5% | 27,344 | +36.7% | 0.35% | +32.7% |
| Q1 2017 | $480,000 | +49.1% | 20,005 | +33.8% | 0.27% | +43.0% |
| Q4 2016 | $322,000 | +12.6% | 14,950 | +20.5% | 0.19% | +6.3% |
| Q3 2016 | $286,000 | – | 12,405 | – | 0.18% | – |
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% |