SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $224,000 | +6.7% | 7,095 | +10.9% | 0.18% | +27.5% |
| Q2 2021 | $210,000 | -5.0% | 6,398 | -7.8% | 0.14% | -13.2% |
| Q1 2021 | $221,000 | -3.1% | 6,943 | -6.9% | 0.16% | -11.2% |
| Q4 2020 | $228,000 | -3.4% | 7,455 | -15.5% | 0.18% | -17.1% |
| Q3 2020 | $236,000 | -10.3% | 8,827 | -11.8% | 0.22% | -15.0% |
| Q2 2020 | $263,000 | -69.9% | 10,003 | -75.5% | 0.25% | -72.9% |
| Q1 2020 | $874,000 | -19.6% | 40,749 | +4.5% | 0.94% | -12.0% |
| Q4 2019 | $1,087,000 | -3.5% | 38,993 | -11.5% | 1.06% | -11.2% |
| Q3 2019 | $1,127,000 | -21.1% | 44,075 | -18.3% | 1.20% | -20.2% |
| Q2 2019 | $1,428,000 | +4.0% | 53,931 | +4.8% | 1.50% | +1.8% |
| Q1 2019 | $1,373,000 | +7.3% | 51,459 | +0.7% | 1.47% | -4.5% |
| Q4 2018 | $1,279,000 | – | 51,098 | – | 1.54% | – |
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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% |