SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 555 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 2.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $131,311 | -1.9% | 5,485 | +1.0% | 0.23% | +1.8% |
Q2 2023 | $133,790 | +5.9% | 5,432 | +5.5% | 0.22% | +1.4% |
Q1 2023 | $126,278 | +113664.0% | 5,150 | +9.5% | 0.22% | +2.8% |
Q4 2022 | $111 | -99.9% | 4,704 | +0.4% | 0.22% | -2.7% |
Q3 2022 | $105,000 | -11.8% | 4,686 | +0.0% | 0.22% | -16.0% |
Q2 2022 | $119,000 | -9.8% | 4,685 | -1.2% | 0.26% | +1.5% |
Q1 2022 | $132,000 | -13.7% | 4,740 | -8.4% | 0.26% | +10.7% |
Q4 2021 | $153,000 | -3.2% | 5,174 | +0.1% | 0.23% | -8.6% |
Q3 2021 | $158,000 | -6.0% | 5,169 | +1.1% | 0.26% | -8.9% |
Q2 2021 | $168,000 | +3.1% | 5,115 | 0.0% | 0.28% | -4.7% |
Q1 2021 | $163,000 | +3.8% | 5,115 | -0.2% | 0.30% | +3.9% |
Q4 2020 | $157,000 | +13.8% | 5,123 | -0.3% | 0.28% | +1.4% |
Q3 2020 | $138,000 | +10.4% | 5,139 | 0.0% | 0.28% | +4.5% |
Q2 2020 | $125,000 | -39.0% | 5,139 | -48.0% | 0.27% | -46.3% |
Q1 2020 | $205,000 | -24.4% | 9,892 | -0.1% | 0.50% | -10.9% |
Q4 2019 | $271,000 | +12.4% | 9,898 | +3.2% | 0.56% | +8.3% |
Q3 2019 | $241,000 | -4.0% | 9,590 | +0.1% | 0.52% | +25.8% |
Q2 2019 | $251,000 | +5.9% | 9,577 | +5.1% | 0.41% | +11.1% |
Q1 2019 | $237,000 | +58.0% | 9,114 | +43.1% | 0.37% | +52.9% |
Q4 2018 | $150,000 | +4.2% | 6,370 | +13.5% | 0.24% | +16.3% |
Q3 2018 | $144,000 | +5.9% | 5,611 | +18.5% | 0.21% | +133.7% |
Q2 2018 | $136,000 | 0.0% | 4,735 | 0.0% | 0.09% | 0.0% |
Q1 2018 | $136,000 | +2.3% | 4,735 | -0.4% | 0.09% | +1.1% |
Q4 2017 | $133,000 | +3.9% | 4,755 | 0.0% | 0.09% | +1.1% |
Q3 2017 | $128,000 | +7.6% | 4,755 | 0.0% | 0.09% | -4.4% |
Q2 2017 | $119,000 | – | 4,755 | – | 0.09% | – |
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% |