SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 661 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $462 | -97.3% | 19 | -97.2% | 0.00% | -100.0% |
| Q2 2022 | $17,000 | -87.1% | 667 | -86.2% | 0.01% | -91.7% |
| Q4 2019 | $132,000 | +15.8% | 4,820 | +6.5% | 0.07% | +1.4% |
| Q3 2019 | $114,000 | +2.7% | 4,526 | +7.1% | 0.07% | -5.3% |
| Q2 2019 | $111,000 | -98.0% | 4,224 | -98.0% | 0.08% | -97.8% |
| Q3 2018 | $5,441,000 | +4.9% | 211,627 | +5.6% | 3.43% | +0.5% |
| Q2 2018 | $5,186,000 | -7.6% | 200,324 | +2.4% | 3.42% | -8.8% |
| Q1 2018 | $5,613,000 | +88.4% | 195,559 | +83.4% | 3.74% | +78.8% |
| Q4 2017 | $2,979,000 | – | 106,620 | – | 2.09% | – |
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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% |