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 2022 | $2,148,000 | -77.9% | 95,919 | -74.9% | 0.06% | -77.9% |
Q2 2022 | $9,705,000 | -25.6% | 382,385 | -18.6% | 0.27% | -12.0% |
Q1 2022 | $13,046,000 | -10.1% | 469,772 | -4.1% | 0.31% | -16.5% |
Q4 2021 | $14,504,000 | +9.0% | 489,674 | +12.1% | 0.37% | -6.8% |
Q3 2021 | $13,312,000 | -5.5% | 436,756 | +2.0% | 0.40% | -20.4% |
Q2 2021 | $14,084,000 | +35.1% | 428,344 | +30.5% | 0.50% | -5.0% |
Q1 2021 | $10,428,000 | +18.5% | 328,119 | +14.3% | 0.52% | -20.0% |
Q4 2020 | $8,798,000 | +40.5% | 287,046 | +22.7% | 0.66% | +16.1% |
Q3 2020 | $6,261,000 | +66.3% | 233,955 | +51.3% | 0.56% | -0.4% |
Q2 2020 | $3,766,000 | +87.4% | 154,650 | +64.9% | 0.57% | -1.9% |
Q1 2020 | $2,010,000 | -40.2% | 93,802 | -23.6% | 0.58% | -59.8% |
Q4 2019 | $3,360,000 | +73.9% | 122,754 | +59.7% | 1.44% | +52.3% |
Q3 2019 | $1,932,000 | -37.1% | 76,880 | -34.3% | 0.94% | -45.3% |
Q2 2019 | $3,070,000 | +58.2% | 116,995 | +56.8% | 1.73% | +12.3% |
Q1 2019 | $1,940,000 | +7.8% | 74,603 | -2.5% | 1.54% | -14.9% |
Q4 2018 | $1,800,000 | – | 76,505 | – | 1.81% | – |
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% |