SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 640 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $209,000 | -5.4% | 7,513 | +0.8% | 0.02% | 0.0% |
| Q4 2021 | $221,000 | +10.0% | 7,452 | +22.2% | 0.02% | -34.6% |
| Q2 2021 | $201,000 | -81.7% | 6,099 | -83.0% | 0.03% | -83.9% |
| Q4 2020 | $1,097,000 | +11.1% | 35,807 | -3.0% | 0.16% | -1.2% |
| Q3 2020 | $987,000 | +5.7% | 36,898 | -3.8% | 0.16% | -4.7% |
| Q2 2020 | $934,000 | -17.7% | 38,359 | -30.1% | 0.17% | -34.5% |
| Q1 2020 | $1,135,000 | -44.5% | 54,845 | -26.6% | 0.26% | -23.9% |
| Q4 2019 | $2,045,000 | +37.0% | 74,729 | +25.7% | 0.34% | +34.5% |
| Q3 2019 | $1,493,000 | -2.7% | 59,430 | +1.7% | 0.26% | -24.1% |
| Q2 2019 | $1,534,000 | +22.6% | 58,457 | +21.6% | 0.34% | +9.1% |
| Q1 2019 | $1,251,000 | +58.0% | 48,086 | +42.8% | 0.31% | +32.2% |
| Q4 2018 | $792,000 | +142.2% | 33,668 | +164.5% | 0.23% | +191.2% |
| Q3 2018 | $327,000 | – | 12,729 | – | 0.08% | – |
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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% |