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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,945 | -21.0% | 1,991 | -18.8% | 0.01% | -14.3% |
| Q2 2023 | $60,687 | -25.4% | 2,451 | -26.7% | 0.01% | -22.2% |
| Q1 2023 | $81,317 | -78.3% | 3,345 | -78.9% | 0.02% | -78.0% |
| Q4 2022 | $375,574 | +4.0% | 15,867 | -1.5% | 0.08% | -4.7% |
| Q3 2022 | $361,000 | -15.7% | 16,109 | -4.3% | 0.09% | -10.4% |
| Q2 2022 | $428,000 | -8.4% | 16,826 | +0.0% | 0.10% | +5.5% |
| Q1 2022 | $467,000 | -2.3% | 16,825 | +4.4% | 0.09% | 0.0% |
| Q4 2021 | $478,000 | -2.6% | 16,110 | +0.0% | 0.09% | -4.2% |
| Q3 2021 | $491,000 | -7.4% | 16,107 | -0.1% | 0.10% | -9.5% |
| Q2 2021 | $530,000 | -0.7% | 16,120 | -4.0% | 0.10% | -11.8% |
| Q1 2021 | $534,000 | +11.5% | 16,800 | -6.2% | 0.12% | +2.6% |
| Q3 2020 | $479,000 | -22.7% | 17,909 | -29.7% | 0.12% | -28.0% |
| Q2 2020 | $620,000 | -20.5% | 25,471 | -32.4% | 0.16% | -26.8% |
| Q1 2020 | $780,000 | -35.5% | 37,692 | -14.7% | 0.22% | -22.8% |
| Q4 2019 | $1,210,000 | +5.1% | 44,201 | -3.5% | 0.28% | +11.8% |
| Q3 2019 | $1,151,000 | – | 45,813 | – | 0.26% | – |
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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% |