SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 698 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $254,000 | -33.3% | 11,361 | -24.4% | 0.02% | -32.3% |
| Q2 2022 | $381,000 | -50.6% | 15,018 | -45.9% | 0.03% | -39.2% |
| Q1 2022 | $771,000 | -6.2% | 27,757 | -0.0% | 0.05% | -1.9% |
| Q4 2021 | $822,000 | -3.1% | 27,762 | +0.1% | 0.05% | -8.8% |
| Q3 2021 | $848,000 | -8.7% | 27,721 | -1.9% | 0.06% | -8.1% |
| Q2 2021 | $929,000 | +6.3% | 28,260 | +2.8% | 0.06% | 0.0% |
| Q1 2021 | $874,000 | -15.1% | 27,488 | -18.1% | 0.06% | -11.4% |
| Q4 2020 | $1,029,000 | +5.4% | 33,578 | -7.9% | 0.07% | -15.7% |
| Q3 2020 | $976,000 | -1.4% | 36,459 | -10.4% | 0.08% | -11.7% |
| Q2 2020 | $990,000 | -35.3% | 40,669 | -45.0% | 0.09% | -56.9% |
| Q1 2020 | $1,530,000 | +5.2% | 73,931 | +39.2% | 0.22% | +40.6% |
| Q4 2019 | $1,454,000 | +2.8% | 53,121 | -5.6% | 0.16% | -3.7% |
| Q3 2019 | $1,414,000 | -5.8% | 56,285 | -1.6% | 0.16% | -7.5% |
| Q2 2019 | $1,501,000 | +0.9% | 57,196 | 0.0% | 0.17% | -5.9% |
| Q1 2019 | $1,488,000 | +22.1% | 57,196 | +10.4% | 0.18% | +11.4% |
| Q4 2018 | $1,219,000 | +11.6% | 51,795 | +22.0% | 0.17% | +36.1% |
| Q3 2018 | $1,092,000 | +6.8% | 42,463 | +6.4% | 0.12% | -1.6% |
| Q2 2018 | $1,022,000 | -2.3% | 39,927 | +9.6% | 0.12% | -8.8% |
| Q1 2018 | $1,046,000 | +121.1% | 36,427 | +115.1% | 0.14% | +109.2% |
| Q4 2017 | $473,000 | – | 16,936 | – | 0.06% | – |
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% |