SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 593 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.69 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $142,000 | -9.0% | 5,610 | +0.0% | 0.05% | +11.4% |
| Q1 2022 | $156,000 | +4.0% | 5,609 | +11.0% | 0.04% | +4.8% |
| Q4 2021 | $150,000 | +41.5% | 5,052 | +45.9% | 0.04% | +31.2% |
| Q3 2021 | $106,000 | +12.8% | 3,462 | +21.6% | 0.03% | +18.5% |
| Q2 2021 | $94,000 | +91.8% | 2,847 | +84.6% | 0.03% | +68.8% |
| Q1 2021 | $49,000 | +250.0% | 1,542 | +248.9% | 0.02% | +220.0% |
| Q4 2020 | $14,000 | +16.7% | 442 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $12,000 | +20.0% | 442 | 0.0% | 0.01% | +25.0% |
| Q2 2020 | $10,000 | +11.1% | 442 | 0.0% | 0.00% | -20.0% |
| Q1 2020 | $9,000 | -25.0% | 442 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $12,000 | +9.1% | 442 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $11,000 | -8.3% | 442 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $12,000 | +9.1% | 442 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $11,000 | – | 442 | – | 0.01% | – |
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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% |