REBALANCE, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 661 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.4%.

Quarter-by-quarter ownership
REBALANCE, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$38,067,785
-2.4%
1,590,133
+0.5%
3.70%
+0.1%
Q2 2023$38,987,535
+5.7%
1,582,929
+5.3%
3.70%
+1.4%
Q1 2023$36,871,202
+2.5%
1,503,719
-1.1%
3.65%
-2.3%
Q4 2022$35,971,4591,519,7073.73%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
VALENTINE VENTURES LLC 966,669$25,365,00026.47%
Hamilton Capital, LLC 2,360,205$61,932,00021.39%
Pension Partners, LLC 601,523$15,784,329,00019.13%
COOPER/HAIMS ADVISORS, LLC 767,263$20,133,00012.51%
B & T Capital Management DBA Alpha Capital Management 1,161,562$30,479,00011.50%
Holistic Financial Partners 424,964$11,151,00011.11%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 446,030$11,704,00010.90%
Ironwood Wealth Management, LLC. 390,240$10,240,0007.84%
Northwest Capital Management Inc 236,814$6,214,0006.79%
MATHER GROUP, LLC. 3,145,798$82,546,0006.67%
View complete list of SCHWAB STRATEGIC TR shareholders