SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 540 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.80 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,616,706 | -19.1% | 192,845 | -16.8% | 0.42% | -12.2% |
Q2 2023 | $5,707,901 | -1.6% | 231,746 | -2.1% | 0.48% | -5.7% |
Q1 2023 | $5,801,569 | -7.9% | 236,606 | -1.5% | 0.51% | -6.6% |
Q4 2022 | $6,297,109 | +14.5% | 240,256 | -2.1% | 0.55% | -3.5% |
Q3 2022 | $5,499,000 | -15.8% | 245,498 | -4.6% | 0.57% | -11.1% |
Q2 2022 | $6,533,000 | -12.9% | 257,408 | -4.7% | 0.64% | -1.8% |
Q1 2022 | $7,497,000 | -3.7% | 270,000 | +2.8% | 0.65% | -1.5% |
Q4 2021 | $7,782,000 | +0.4% | 262,755 | +3.3% | 0.66% | -5.7% |
Q3 2021 | $7,749,000 | -3.9% | 254,239 | +3.6% | 0.70% | -6.3% |
Q2 2021 | $8,066,000 | +6.7% | 245,337 | +3.1% | 0.75% | -0.3% |
Q1 2021 | $7,563,000 | +309.9% | 238,004 | +295.3% | 0.75% | +168.5% |
Q4 2020 | $1,845,000 | -69.7% | 60,205 | -73.6% | 0.28% | -61.6% |
Q3 2020 | $6,095,000 | -99.9% | 227,780 | -1.6% | 0.73% | +2.0% |
Q2 2020 | $5,637,343,000 | +114503.4% | 231,513 | -2.6% | 0.71% | -4.6% |
Q1 2020 | $4,919,000 | -21.3% | 237,776 | +4.1% | 0.75% | -7.4% |
Q4 2019 | $6,248,000 | +7.9% | 228,311 | -0.9% | 0.81% | +0.7% |
Q3 2019 | $5,791,000 | +2.1% | 230,447 | +6.6% | 0.80% | +0.9% |
Q2 2019 | $5,673,000 | -2.3% | 216,223 | -3.1% | 0.79% | -7.0% |
Q1 2019 | $5,804,000 | – | 223,149 | – | 0.85% | – |
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% |