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 2023 | $6,571 | +3.6% | 268 | 0.0% | 0.00% | -33.3% |
| Q4 2022 | $6,344 | +58.6% | 268 | +48.9% | 0.00% | +50.0% |
| Q3 2022 | $4,000 | -60.0% | 180 | -54.1% | 0.00% | -50.0% |
| Q2 2022 | $10,000 | -9.1% | 392 | 0.0% | 0.00% | -20.0% |
| Q1 2022 | $11,000 | +57.1% | 392 | +70.4% | 0.01% | +66.7% |
| Q4 2021 | $7,000 | -93.5% | 230 | -93.5% | 0.00% | -94.0% |
| Q3 2021 | $108,000 | +11.3% | 3,527 | +19.9% | 0.05% | +127.3% |
| Q2 2021 | $97,000 | -18.5% | 2,941 | -21.6% | 0.02% | -24.1% |
| Q1 2021 | $119,000 | +12.3% | 3,753 | +8.5% | 0.03% | -3.3% |
| Q4 2020 | $106,000 | – | 3,459 | – | 0.03% | – |
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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% |