SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 22 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $503 | -7.2% | 21 | -4.5% | 0.00% | – |
| Q2 2023 | $542 | +10.6% | 22 | +10.0% | 0.00% | – |
| Q1 2023 | $490 | +3.6% | 20 | 0.0% | 0.00% | – |
| Q4 2022 | $473 | – | 20 | +11.1% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 18 | -91.6% | 0.00% | -100.0% |
| Q2 2022 | $5,000 | -16.7% | 215 | +0.5% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | 0.0% | 214 | 0.0% | 0.00% | +50.0% |
| Q4 2021 | $6,000 | 0.0% | 214 | +0.9% | 0.00% | 0.0% |
| Q3 2021 | $6,000 | -14.3% | 212 | +0.5% | 0.00% | -33.3% |
| Q2 2021 | $7,000 | 0.0% | 211 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | +16.7% | 211 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | 0.0% | 211 | -5.8% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 224 | -5.5% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 237 | +0.4% | 0.00% | -25.0% |
| Q1 2020 | $5,000 | +25.0% | 236 | +67.4% | 0.00% | +33.3% |
| Q4 2019 | $4,000 | – | 141 | – | 0.00% | – |
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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% |