SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 633 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,796,000 | -15.1% | 70,746 | -7.1% | 0.50% | -17.7% |
| Q1 2022 | $2,115,000 | -6.2% | 76,164 | +0.0% | 0.60% | -7.1% |
| Q4 2021 | $2,256,000 | -3.6% | 76,163 | -0.8% | 0.65% | -12.5% |
| Q3 2021 | $2,341,000 | -48.9% | 76,799 | -44.9% | 0.74% | -67.8% |
| Q2 2021 | $4,579,000 | +2.0% | 139,270 | -1.4% | 2.30% | -7.7% |
| Q1 2021 | $4,488,000 | +9.3% | 141,218 | +5.4% | 2.50% | +7.0% |
| Q4 2020 | $4,108,000 | +19.5% | 134,028 | +4.3% | 2.33% | +14.2% |
| Q3 2020 | $3,439,000 | +15.0% | 128,523 | +4.7% | 2.04% | +0.7% |
| Q2 2020 | $2,990,000 | +12.9% | 122,807 | -4.1% | 2.03% | +1.3% |
| Q1 2020 | $2,649,000 | -25.7% | 128,051 | -1.7% | 2.00% | -15.9% |
| Q4 2019 | $3,567,000 | – | 130,316 | – | 2.38% | – |
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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% |