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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $346,412 | -30.6% | 14,470 | -28.6% | 0.14% | -30.6% |
Q2 2023 | $499,004 | -7.7% | 20,260 | -8.1% | 0.21% | -13.8% |
Q1 2023 | $540,666 | +1.9% | 22,050 | -1.6% | 0.24% | -5.5% |
Q4 2022 | $530,326 | -36.9% | 22,405 | -40.2% | 0.25% | -41.8% |
Q3 2022 | $840,000 | -28.0% | 37,485 | -18.4% | 0.44% | -24.9% |
Q2 2022 | $1,166,000 | -15.8% | 45,957 | -7.8% | 0.58% | -1.0% |
Q1 2022 | $1,384,000 | -28.5% | 49,829 | -23.8% | 0.58% | -27.9% |
Q4 2021 | $1,936,000 | -1.7% | 65,360 | +1.1% | 0.81% | -11.0% |
Q3 2021 | $1,970,000 | -5.6% | 64,617 | -1.5% | 0.91% | -6.3% |
Q2 2021 | $2,087,000 | +51.0% | 65,573 | +50.7% | 0.97% | +37.1% |
Q1 2021 | $1,382,000 | +153.6% | 43,501 | +144.8% | 0.71% | +137.1% |
Q4 2020 | $545,000 | -60.1% | 17,770 | -66.3% | 0.30% | -76.2% |
Q2 2018 | $1,365,000 | -3.7% | 52,732 | +6.8% | 1.26% | -10.5% |
Q1 2018 | $1,417,000 | +40.0% | 49,360 | +36.3% | 1.40% | +28.7% |
Q4 2017 | $1,012,000 | – | 36,205 | – | 1.09% | – |
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% |