SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 706 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,460,926 | -2.8% | 311,651 | 0.0% | 0.96% | +0.6% |
| Q2 2023 | $7,675,965 | -0.6% | 311,651 | -1.1% | 0.95% | -0.5% |
| Q1 2023 | $7,723,619 | +5.6% | 314,993 | +1.9% | 0.96% | +2.2% |
| Q4 2022 | $7,314,118 | +8.6% | 309,004 | +2.7% | 0.94% | -0.3% |
| Q3 2022 | $6,737,000 | -62.4% | 300,760 | -57.4% | 0.94% | -52.8% |
| Q2 2022 | $17,907,000 | -37.0% | 705,565 | -31.1% | 1.99% | -26.6% |
| Q1 2022 | $28,417,000 | -5.7% | 1,023,300 | +0.6% | 2.72% | +0.6% |
| Q4 2021 | $30,128,000 | +0.7% | 1,017,136 | +3.6% | 2.70% | -4.5% |
| Q3 2021 | $29,926,000 | – | 981,810 | – | 2.83% | – |
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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% |