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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $109,179 | -2.8% | 4,560 | 0.0% | 0.06% | +1.6% |
| Q2 2023 | $112,326 | +1.0% | 4,560 | +0.5% | 0.06% | -4.5% |
| Q1 2023 | $111,248 | +3.6% | 4,537 | 0.0% | 0.07% | -2.9% |
| Q4 2022 | $107,391 | +5.3% | 4,537 | 0.0% | 0.07% | -5.5% |
| Q3 2022 | $102,000 | -11.3% | 4,537 | 0.0% | 0.07% | -15.1% |
| Q2 2022 | $115,000 | -8.7% | 4,537 | 0.0% | 0.09% | -6.5% |
| Q1 2022 | $126,000 | -6.0% | 4,537 | 0.0% | 0.09% | -3.2% |
| Q4 2021 | $134,000 | -2.9% | 4,537 | 0.0% | 0.10% | -7.8% |
| Q3 2021 | $138,000 | -7.4% | 4,537 | 0.0% | 0.10% | -12.7% |
| Q2 2021 | $149,000 | – | 4,537 | – | 0.12% | – |
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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% |