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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,195,564 | -5.8% | 49,940 | -3.1% | 0.54% | -3.7% |
| Q2 2023 | $1,269,282 | -0.3% | 51,534 | -0.7% | 0.56% | +3.5% |
| Q1 2023 | $1,273,005 | +2.9% | 51,917 | -0.7% | 0.54% | -0.9% |
| Q4 2022 | $1,237,397 | +48.9% | 52,277 | +41.0% | 0.55% | +37.0% |
| Q3 2022 | $831,000 | -12.7% | 37,082 | -1.1% | 0.40% | -8.5% |
| Q2 2022 | $952,000 | -37.5% | 37,491 | -31.7% | 0.44% | -30.5% |
| Q1 2022 | $1,524,000 | +188.6% | 54,869 | +207.8% | 0.63% | +208.3% |
| Q4 2021 | $528,000 | -38.7% | 17,829 | -36.9% | 0.20% | -41.7% |
| Q3 2021 | $861,000 | +20.4% | 28,238 | +29.8% | 0.35% | +19.5% |
| Q2 2021 | $715,000 | -20.6% | 21,758 | -23.3% | 0.29% | -26.8% |
| Q1 2021 | $901,000 | +63.5% | 28,359 | +57.8% | 0.40% | +55.6% |
| Q4 2020 | $551,000 | – | 17,971 | – | 0.26% | – |
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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% |