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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,264 | +10.5% | 51,564 | +6.7% | 0.52% | +1.8% |
| Q4 2022 | $1,144 | -99.9% | 48,317 | -6.0% | 0.51% | -7.1% |
| Q3 2022 | $1,151,000 | -10.2% | 51,393 | +1.7% | 0.55% | -6.6% |
| Q2 2022 | $1,282,000 | -8.7% | 50,527 | -0.0% | 0.59% | +2.3% |
| Q1 2022 | $1,404,000 | -3.4% | 50,544 | +2.9% | 0.57% | +1.4% |
| Q4 2021 | $1,454,000 | +0.4% | 49,101 | +3.4% | 0.57% | -6.1% |
| Q3 2021 | $1,448,000 | -6.8% | 47,503 | +0.5% | 0.60% | -10.4% |
| Q2 2021 | $1,554,000 | +2.8% | 47,255 | -0.6% | 0.67% | -18.5% |
| Q1 2021 | $1,511,000 | +1.1% | 47,540 | -2.6% | 0.83% | -7.0% |
| Q4 2020 | $1,495,000 | +15.4% | 48,788 | +0.9% | 0.89% | +1.7% |
| Q3 2020 | $1,295,000 | +11.6% | 48,376 | +1.5% | 0.87% | +0.1% |
| Q2 2020 | $1,160,000 | +17.6% | 47,659 | -0.0% | 0.87% | +1.4% |
| Q1 2020 | $986,000 | +17.2% | 47,679 | +55.3% | 0.86% | +23.9% |
| Q4 2019 | $841,000 | +15.5% | 30,711 | +6.1% | 0.69% | +7.4% |
| Q3 2019 | $728,000 | -0.8% | 28,958 | +3.5% | 0.65% | -4.6% |
| Q2 2019 | $734,000 | +1.1% | 27,991 | +0.3% | 0.68% | -4.5% |
| Q1 2019 | $726,000 | – | 27,917 | – | 0.71% | – |
Download | ||||||
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% |