SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 579 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $395,749 | -2.9% | 16,586 | +0.7% | 0.05% | +2.2% |
Q2 2023 | $407,499 | +2.4% | 16,471 | +1.9% | 0.04% | -6.2% |
Q1 2023 | $398,134 | -15.0% | 16,171 | -13.8% | 0.05% | -20.0% |
Q4 2022 | $468,517 | +20.4% | 18,763 | +12.3% | 0.06% | +5.3% |
Q3 2022 | $389,000 | -13.2% | 16,703 | -7.2% | 0.06% | -14.9% |
Q2 2022 | $448,000 | +1.4% | 17,994 | +14.1% | 0.07% | +9.8% |
Q1 2022 | $442,000 | -9.4% | 15,773 | -0.3% | 0.06% | -7.6% |
Q4 2021 | $488,000 | +82.8% | 15,828 | +80.9% | 0.07% | +53.5% |
Q3 2021 | $267,000 | +1.5% | 8,748 | +9.2% | 0.04% | -2.3% |
Q2 2021 | $263,000 | +1.9% | 8,008 | -1.8% | 0.04% | -8.3% |
Q1 2021 | $258,000 | -2.3% | 8,155 | -5.2% | 0.05% | -20.0% |
Q4 2020 | $264,000 | +15.3% | 8,606 | +0.5% | 0.06% | -3.2% |
Q3 2020 | $229,000 | +8.0% | 8,561 | -1.7% | 0.06% | -11.4% |
Q2 2020 | $212,000 | -9.8% | 8,709 | +2.3% | 0.07% | -31.4% |
Q4 2019 | $235,000 | +13.5% | 8,514 | +3.1% | 0.10% | -11.3% |
Q3 2019 | $207,000 | -2.4% | 8,258 | +2.5% | 0.12% | -26.3% |
Q2 2019 | $212,000 | +5.0% | 8,055 | +3.5% | 0.16% | -0.6% |
Q1 2019 | $202,000 | – | 7,783 | – | 0.16% | – |
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% |