SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 633 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,000 | -50.0% | 59 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $2,000 | -50.0% | 59 | -50.8% | 0.00% | -50.0% |
| Q4 2021 | $4,000 | -97.6% | 120 | -97.8% | 0.00% | -97.4% |
| Q3 2021 | $170,000 | -22.4% | 5,570 | -16.3% | 0.08% | -18.8% |
| Q2 2021 | $219,000 | +3.3% | 6,654 | -0.1% | 0.10% | +5.5% |
| Q1 2021 | $212,000 | +13.4% | 6,661 | +9.0% | 0.09% | +4.6% |
| Q4 2020 | $187,000 | +21.4% | 6,111 | +6.3% | 0.09% | -3.3% |
| Q3 2020 | $154,000 | +2.7% | 5,751 | -6.5% | 0.09% | -5.3% |
| Q2 2020 | $150,000 | +18.1% | 6,154 | 0.0% | 0.10% | +3.3% |
| Q1 2020 | $127,000 | -14.2% | 6,154 | +13.9% | 0.09% | +29.6% |
| Q4 2019 | $148,000 | -62.7% | 5,402 | -60.9% | 0.07% | -76.6% |
| Q1 2018 | $397,000 | +28.5% | 13,816 | +24.7% | 0.30% | +33.5% |
| Q4 2017 | $309,000 | -24.1% | 11,077 | -41.4% | 0.23% | -34.6% |
| Q4 2016 | $407,000 | +2.0% | 18,891 | +9.3% | 0.35% | +2.7% |
| Q3 2016 | $399,000 | -5.7% | 17,282 | -13.1% | 0.34% | +33.1% |
| Q2 2016 | $423,000 | +3.9% | 19,890 | +1.4% | 0.25% | -3.1% |
| Q1 2016 | $407,000 | – | 19,606 | – | 0.26% | – |
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% |