SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 671 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $225,000 | -13.5% | 8,890 | -5.2% | 0.10% | -1.0% |
Q1 2022 | $260,000 | -28.6% | 9,382 | -23.8% | 0.10% | -26.0% |
Q4 2021 | $364,000 | -1.4% | 12,317 | +1.5% | 0.13% | -9.0% |
Q3 2021 | $369,000 | -23.9% | 12,137 | -17.8% | 0.14% | -20.4% |
Q2 2021 | $485,000 | -4.9% | 14,760 | -8.1% | 0.18% | -9.5% |
Q1 2021 | $510,000 | +13.1% | 16,067 | +9.1% | 0.20% | +11.1% |
Q4 2020 | $451,000 | -56.5% | 14,723 | -62.0% | 0.18% | -56.7% |
Q3 2020 | $1,037,000 | -3.0% | 38,783 | -11.7% | 0.42% | -10.3% |
Q2 2020 | $1,069,000 | +11.9% | 43,941 | -4.8% | 0.46% | -3.7% |
Q1 2020 | $955,000 | -12.9% | 46,171 | +15.2% | 0.48% | -0.2% |
Q4 2019 | $1,097,000 | +42.1% | 40,090 | +30.3% | 0.48% | +34.2% |
Q3 2019 | $772,000 | -49.8% | 30,759 | -47.5% | 0.36% | -47.1% |
Q2 2019 | $1,537,000 | +631.9% | 58,579 | +626.2% | 0.68% | +656.7% |
Q1 2019 | $210,000 | – | 8,066 | – | 0.09% | – |
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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% |