SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 704 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $14,645,000 | -0.1% | 527,370 | +6.6% | 4.79% | +11.4% |
| Q4 2021 | $14,657,000 | +6.7% | 494,832 | +9.8% | 4.30% | -17.1% |
| Q3 2021 | $13,740,000 | +17.0% | 450,773 | +26.3% | 5.19% | +3.7% |
| Q2 2021 | $11,739,000 | +11.4% | 357,028 | +7.7% | 5.01% | +3.2% |
| Q1 2021 | $10,534,000 | +39.5% | 331,465 | +34.6% | 4.85% | +2.2% |
| Q4 2020 | $7,549,000 | +41.9% | 246,304 | +23.9% | 4.74% | +14.5% |
| Q3 2020 | $5,321,000 | +34.3% | 198,854 | +22.2% | 4.14% | +2.3% |
| Q2 2020 | $3,961,000 | +41.6% | 162,669 | +20.3% | 4.05% | +15.2% |
| Q1 2020 | $2,798,000 | – | 135,241 | – | 3.52% | – |
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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% |