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 2023 | $327,144 | -16.4% | 14,159 | -7.4% | 0.11% | -7.8% |
| Q2 2023 | $391,348 | -0.7% | 15,293 | -4.9% | 0.12% | -10.1% |
| Q1 2023 | $394,184 | -6.5% | 16,076 | -0.1% | 0.13% | -11.0% |
| Q4 2022 | $421,771 | +15.6% | 16,092 | -2.8% | 0.14% | +4.3% |
| Q3 2022 | $365,000 | -12.9% | 16,561 | +0.4% | 0.14% | -17.8% |
| Q2 2022 | $419,000 | -5.0% | 16,495 | +4.4% | 0.17% | +8.3% |
| Q1 2022 | $441,000 | +10.2% | 15,794 | +17.0% | 0.16% | -1.3% |
| Q4 2021 | $400,000 | -0.7% | 13,498 | +2.0% | 0.16% | -19.0% |
| Q3 2021 | $403,000 | -5.8% | 13,232 | +1.6% | 0.20% | -3.5% |
| Q2 2021 | $428,000 | +2.6% | 13,025 | 0.0% | 0.20% | -3.8% |
| Q1 2021 | $417,000 | +5.0% | 13,025 | +0.6% | 0.21% | -25.3% |
| Q4 2020 | $397,000 | – | 12,948 | – | 0.28% | – |
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% |