SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 640 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,471 | -61.1% | 688 | -60.0% | 0.00% | -63.6% |
| Q2 2023 | $42,388 | +0.4% | 1,721 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $42,199 | +5.7% | 1,721 | +2.0% | 0.01% | 0.0% |
| Q4 2022 | $39,931 | +14.1% | 1,687 | +9.0% | 0.01% | 0.0% |
| Q3 2022 | $35,000 | -10.3% | 1,548 | 0.0% | 0.01% | -8.3% |
| Q2 2022 | $39,000 | -7.1% | 1,548 | +2.7% | 0.01% | 0.0% |
| Q1 2022 | $42,000 | -6.7% | 1,507 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $45,000 | -2.2% | 1,507 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $46,000 | +35.3% | 1,507 | +45.9% | 0.02% | +33.3% |
| Q2 2021 | $34,000 | +3.0% | 1,033 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $33,000 | +3.1% | 1,033 | 0.0% | 0.01% | -7.7% |
| Q4 2020 | $32,000 | +14.3% | 1,033 | 0.0% | 0.01% | -7.1% |
| Q3 2020 | $28,000 | +12.0% | 1,033 | 0.0% | 0.01% | +7.7% |
| Q2 2020 | $25,000 | +19.0% | 1,033 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $21,000 | -25.0% | 1,033 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $28,000 | +7.7% | 1,033 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $26,000 | – | 1,033 | – | 0.01% | – |
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% |