SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 665 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,257,957 | -7.0% | 52,546 | -4.4% | 0.02% | -4.3% |
| Q2 2023 | $1,353,070 | +98808.6% | 54,936 | -1.6% | 0.02% | -17.9% |
| Q1 2023 | $1,368 | +114.4% | 55,810 | +107.2% | 0.03% | +64.7% |
| Q4 2022 | $638 | -99.9% | 26,939 | -2.3% | 0.02% | -15.0% |
| Q3 2022 | $618,000 | -68.7% | 27,575 | -64.5% | 0.02% | -67.2% |
| Q2 2022 | $1,974,000 | +628.4% | 77,765 | +697.6% | 0.06% | +662.5% |
| Q1 2022 | $271,000 | -1.8% | 9,750 | +4.6% | 0.01% | 0.0% |
| Q4 2021 | $276,000 | -2.8% | 9,320 | -0.0% | 0.01% | -11.1% |
| Q3 2021 | $284,000 | -4.4% | 9,321 | +3.2% | 0.01% | -18.2% |
| Q2 2021 | $297,000 | +37.5% | 9,031 | +32.6% | 0.01% | +22.2% |
| Q1 2021 | $216,000 | – | 6,809 | – | 0.01% | – |
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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% |