SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 663 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 2.08 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $214,000 | -13.0% | 6,629 | -14.2% | 0.15% | -19.3% |
| Q1 2021 | $246,000 | -13.1% | 7,729 | -16.3% | 0.18% | -23.0% |
| Q4 2020 | $283,000 | -38.5% | 9,229 | -47.3% | 0.24% | -45.7% |
| Q1 2019 | $460,000 | -12.2% | 17,503 | -21.2% | 0.43% | -25.5% |
| Q4 2018 | $524,000 | -17.2% | 22,210 | -9.8% | 0.58% | +0.5% |
| Q3 2018 | $633,000 | -0.3% | 24,616 | +0.4% | 0.58% | -6.5% |
| Q2 2018 | $635,000 | – | 24,511 | – | 0.62% | – |
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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% |