SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 671 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13,472,000 | +96032.4% | 562,753 | -1.1% | 0.80% | +3.4% |
Q2 2023 | $14,014 | +6.3% | 568,978 | +5.8% | 0.77% | -5.0% |
Q1 2023 | $13,186 | +28.5% | 537,766 | +24.1% | 0.82% | +20.6% |
Q4 2022 | $10,260 | -99.9% | 433,467 | +21.6% | 0.68% | +16.8% |
Q3 2022 | $7,982,000 | +76.2% | 356,329 | +99.7% | 0.58% | +79.3% |
Q2 2022 | $4,530,000 | +10.7% | 178,468 | +21.1% | 0.32% | +23.8% |
Q1 2022 | $4,092,000 | -8.8% | 147,365 | -2.7% | 0.26% | -7.8% |
Q4 2021 | $4,485,000 | -1.7% | 151,415 | +1.1% | 0.28% | -42.1% |
Q3 2021 | $4,563,000 | -1.7% | 149,707 | +0.3% | 0.49% | +42.6% |
Q2 2021 | $4,644,000 | -1.6% | 149,315 | +0.6% | 0.34% | -10.7% |
Q1 2021 | $4,719,000 | +11.2% | 148,485 | +7.3% | 0.38% | +9.4% |
Q4 2020 | $4,243,000 | +10.6% | 138,444 | -3.4% | 0.35% | -3.0% |
Q3 2020 | $3,836,000 | +4.3% | 143,367 | -5.0% | 0.36% | -2.9% |
Q2 2020 | $3,677,000 | -6.5% | 150,989 | -20.6% | 0.37% | -23.7% |
Q1 2020 | $3,933,000 | +24.7% | 190,090 | +65.0% | 0.49% | +57.7% |
Q4 2019 | $3,153,000 | +19.2% | 115,209 | +9.4% | 0.31% | +8.0% |
Q3 2019 | $2,646,000 | -3.7% | 105,307 | +0.5% | 0.29% | -1.4% |
Q2 2019 | $2,748,000 | +19.1% | 104,731 | +18.1% | 0.29% | +20.2% |
Q1 2019 | $2,307,000 | -51.5% | 88,687 | -56.1% | 0.24% | -58.2% |
Q4 2018 | $4,756,000 | – | 202,123 | – | 0.58% | – |
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% |