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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $77,000 | -11.5% | 3,444 | 0.0% | 0.03% | +6.5% |
| Q2 2022 | $87,000 | -8.4% | 3,444 | +0.3% | 0.03% | -8.8% |
| Q1 2022 | $95,000 | -6.9% | 3,434 | +0.1% | 0.03% | -19.0% |
| Q4 2021 | $102,000 | 0.0% | 3,432 | +2.1% | 0.04% | -22.2% |
| Q3 2021 | $102,000 | -7.3% | 3,360 | 0.0% | 0.05% | -38.6% |
| Q2 2021 | $110,000 | +3.8% | 3,360 | +0.6% | 0.09% | -8.3% |
| Q1 2021 | $106,000 | +3.9% | 3,339 | 0.0% | 0.10% | +45.5% |
| Q4 2020 | $102,000 | +15.9% | 3,339 | +1.8% | 0.07% | -4.3% |
| Q3 2020 | $88,000 | +10.0% | 3,281 | 0.0% | 0.07% | +4.5% |
| Q2 2020 | $80,000 | +19.4% | 3,281 | +0.5% | 0.07% | -37.1% |
| Q1 2020 | $67,000 | -25.6% | 3,266 | 0.0% | 0.10% | -3.7% |
| Q4 2019 | $90,000 | +12.5% | 3,266 | +2.7% | 0.11% | -0.9% |
| Q3 2019 | $80,000 | +2566.7% | 3,181 | +2642.2% | 0.11% | +205.6% |
| Q3 2018 | $3,000 | – | 116 | – | 0.04% | – |
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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% |