SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $213,234 | 0.0% | 8,619 | 0.0% | 0.04% | 0.0% |
Q2 2023 | $213,234 | -32.1% | 8,619 | -34.3% | 0.04% | -29.4% |
Q1 2023 | $313,902 | +32.4% | 13,123 | +68.9% | 0.05% | +21.4% |
Q3 2021 | $237,000 | -38.8% | 7,768 | -34.1% | 0.04% | -45.5% |
Q2 2021 | $387,000 | -49.3% | 11,784 | -50.9% | 0.08% | -57.2% |
Q1 2021 | $763,000 | – | 23,994 | – | 0.18% | – |
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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% |