SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 698 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,919 | -6.8% | 80,165 | -4.1% | 1.35% | +78.0% |
| Q2 2023 | $2,059 | -6.1% | 83,582 | -6.5% | 0.76% | +2.0% |
| Q1 2023 | $2,193 | -14.2% | 89,434 | -17.2% | 0.74% | -29.8% |
| Q4 2022 | $2,556 | -99.6% | 107,971 | +248.7% | 1.06% | +84.6% |
| Q3 2022 | $694,000 | -17.5% | 30,968 | -7.6% | 0.57% | +380.7% |
| Q2 2022 | $841,000 | -21.6% | 33,511 | -13.3% | 0.12% | -83.5% |
| Q1 2022 | $1,073,000 | -34.7% | 38,635 | -30.3% | 0.72% | -42.1% |
| Q4 2021 | $1,642,000 | – | 55,429 | – | 1.25% | – |
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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% |