SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 572 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $384,000 | -5.0% | 15,146 | +4.2% | 0.07% | +21.8% |
Q1 2022 | $404,000 | -0.7% | 14,542 | +5.9% | 0.06% | -1.8% |
Q4 2021 | $407,000 | +0.7% | 13,731 | +3.5% | 0.06% | -6.7% |
Q3 2021 | $404,000 | -6.7% | 13,268 | +0.7% | 0.06% | -9.1% |
Q2 2021 | $433,000 | +14.9% | 13,170 | +11.1% | 0.07% | +3.1% |
Q1 2021 | $377,000 | +9.3% | 11,851 | +5.1% | 0.06% | -5.9% |
Q4 2020 | $345,000 | +15.4% | 11,271 | +0.9% | 0.07% | -12.8% |
Q3 2020 | $299,000 | +9.9% | 11,175 | +0.1% | 0.08% | 0.0% |
Q2 2020 | $272,000 | -21.2% | 11,159 | -33.0% | 0.08% | -35.0% |
Q1 2020 | $345,000 | -17.1% | 16,651 | +9.6% | 0.12% | +4.3% |
Q4 2019 | $416,000 | +15.2% | 15,198 | +5.9% | 0.12% | +3.6% |
Q3 2019 | $361,000 | -1.9% | 14,356 | +2.3% | 0.11% | -5.9% |
Q2 2019 | $368,000 | +1.7% | 14,029 | +0.8% | 0.12% | -4.8% |
Q1 2019 | $362,000 | +13.1% | 13,914 | +2.2% | 0.12% | +3.3% |
Q4 2018 | $320,000 | -5.0% | 13,610 | +3.8% | 0.12% | 0.0% |
Q3 2018 | $337,000 | – | 13,115 | – | 0.12% | – |
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% |