SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $247,000 | -4.6% | 8,328 | -2.3% | 0.11% | -6.1% |
| Q3 2021 | $259,000 | -8.8% | 8,523 | -1.4% | 0.11% | +1.8% |
| Q2 2021 | $284,000 | +1.8% | 8,646 | -1.3% | 0.11% | -9.7% |
| Q1 2021 | $279,000 | -2.4% | 8,757 | -6.2% | 0.12% | -17.3% |
| Q4 2020 | $286,000 | +5.5% | 9,340 | -7.7% | 0.15% | -62.1% |
| Q3 2020 | $271,000 | +6.3% | 10,120 | -3.2% | 0.40% | +138.6% |
| Q2 2020 | $255,000 | +13.3% | 10,456 | -4.0% | 0.17% | -34.1% |
| Q1 2020 | $225,000 | -72.4% | 10,887 | -63.5% | 0.25% | -41.4% |
| Q4 2019 | $816,000 | -34.8% | 29,820 | -40.1% | 0.43% | -42.7% |
| Q3 2019 | $1,252,000 | +40.5% | 49,816 | +46.7% | 0.75% | +39.6% |
| Q2 2019 | $891,000 | +187.4% | 33,963 | +185.1% | 0.54% | +52.8% |
| Q1 2019 | $310,000 | – | 11,911 | – | 0.35% | – |
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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% |