SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 698 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,512 | +37.7% | 272 | +41.7% | 0.00% | 0.0% |
Q2 2023 | $4,729 | +14.8% | 192 | +14.3% | 0.00% | 0.0% |
Q1 2023 | $4,119 | +3.6% | 168 | 0.0% | 0.00% | -50.0% |
Q4 2022 | $3,977 | -0.6% | 168 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $4,000 | -98.8% | 168 | -98.7% | 0.00% | -98.7% |
Q2 2022 | $325,000 | -4.4% | 12,787 | +4.4% | 0.15% | +14.4% |
Q1 2022 | $340,000 | -0.3% | 12,245 | +6.5% | 0.13% | -11.4% |
Q4 2021 | $341,000 | +3.0% | 11,501 | +6.0% | 0.15% | -11.3% |
Q3 2021 | $331,000 | -25.8% | 10,852 | -20.0% | 0.17% | -29.4% |
Q2 2021 | $446,000 | +14.4% | 13,560 | +10.4% | 0.24% | -8.8% |
Q1 2021 | $390,000 | +38900.0% | 12,286 | +45403.7% | 0.26% | +26000.0% |
Q2 2020 | $1,000 | 0.0% | 27 | -48.1% | 0.00% | 0.0% |
Q1 2020 | $1,000 | -50.0% | 52 | -26.8% | 0.00% | 0.0% |
Q4 2019 | $2,000 | – | 71 | – | 0.00% | – |
Download |
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% |