SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 424 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 3.96 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,650 | +0.4% | 67 | 0.0% | 0.00% | +33.3% |
| Q1 2023 | $1,643 | +3.6% | 67 | 0.0% | 0.00% | -25.0% |
| Q4 2022 | $1,586 | -99.7% | 67 | -99.6% | 0.00% | -97.3% |
| Q4 2021 | $548,000 | +8.9% | 17,578 | +9.0% | 0.15% | +4.2% |
| Q3 2021 | $503,000 | -33.9% | 16,127 | -34.2% | 0.14% | -54.0% |
| Q2 2021 | $761,000 | +2.7% | 24,493 | +5.3% | 0.31% | +33.8% |
| Q1 2021 | $741,000 | -44.1% | 23,252 | -50.8% | 0.23% | -41.1% |
| Q1 2018 | $1,326,000 | – | 47,268 | – | 0.39% | – |
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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% |