SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 725 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $285,414 | -2.1% | 11,922 | +0.8% | 0.14% | +2.1% |
Q2 2023 | $291,424 | +0.6% | 11,832 | +0.2% | 0.14% | -5.3% |
Q1 2023 | $289,551 | +3.6% | 11,809 | -0.0% | 0.15% | -5.7% |
Q4 2022 | $279,537 | +8.3% | 11,810 | +2.4% | 0.16% | -1.9% |
Q3 2022 | $258,000 | -0.4% | 11,537 | +12.0% | 0.16% | +9.5% |
Q2 2022 | $259,000 | -6.2% | 10,304 | -2.0% | 0.15% | -1.3% |
Q1 2022 | $276,000 | -9.2% | 10,518 | +5.8% | 0.15% | -6.2% |
Q4 2021 | $304,000 | -2.3% | 9,945 | +1.4% | 0.16% | 0.0% |
Q3 2021 | $311,000 | +4.4% | 9,805 | +2.7% | 0.16% | -1.8% |
Q2 2021 | $298,000 | +16.0% | 9,548 | +19.1% | 0.16% | +10.1% |
Q1 2021 | $257,000 | – | 8,017 | – | 0.15% | – |
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% |